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Lamia Financial Group, Inc.

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Welcome to

Lamia Financial Group

Fee-Only Wealth Management

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Exceptional Wealth Management

Extraordinary Client Service

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A caring and compassionate approach to serving our clients.

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Total Client 360TM.

Our unique process of discovery, evaluation, and implementation.

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Home

Our Process
Our Team
Resources
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Lamia Financial Group

Lamia Financial Group, Inc., is an independent, fee-only financial planning firm with expertise in investment management, tax planning, and charitable planning. We are dedicated to helping you gain command of your financial resources and empowering you to follow your passions in life.

We are located in Thousand Oaks, California, serving the greater Los Angeles area, southern California, and clients across the country.

We consider it an honor to develop a deep working relationship with our clients, enabling, guiding, and supporting them in the achievement of their financial and charitable goals.

Click here to Meet our Team

Services Outstanding services.

Income and Tax Planning


Managing cash flow with an eye toward minimizing taxes is an important element of any financial plan. We use unique cash management and tax strategies to help you make the most of your income needs.

Estate Planning


Transferring assets to the next generation or to charity doesn’t have to be difficult. We collaborate with your legal team to ensure your wishes are carried out.

Investments


Our market-based investing philosophy sets us apart from conventional investing approaches by using cost-effective funds with a focus on persistent drivers of investment performance.

Risk Management


Risk is guaranteed in life. Working with trusted insurance professionals, we identify potential risks to your long-term plans and propose solutions to manage that risk.

Asset Protection


The best defense is a good offense. We specialize in uncovering situations where advanced asset protection strategies can make the difference between success and failure of your financial plan.

Charitable Giving


Charitable techniques are not just for reducing taxes. You can help make the world a better place by remembering organizations dear to you. Our expertise in this area is unmatched.

Team Our team of professionals.

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Christopher A. Lamia, CFP®

President and CEO

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Christopher A. Lamia, CFP®

Chris began his career in the financial services industry in 1993 and is President of Lamia Financial Group, Inc., an SEC-Registered Investment Adviser.  Chris is a CERTIFIED FINANCIAL PLANNER™ practitioner, and served as president of the Ventura County chapter of the Financial Planning Association for two terms.

Chris graduated from the University of California at Santa Barbara with honors, earning a degree in Political Science.  He was a Distinguished Military Graduate from UCSB ROTC, commissioned as a 2nd Lieutenant, and graduated from the Armor Officer Basic Course as a member of the Commandant’s List.

Chris has been a member of the Thousand Oaks Rotary Club since September 2004.  His main responsibilities for the club have been to run the Conejo Valley High School Speakers series and serve on the International Committee. He is a Paul Harris Fellow and member of The Bequest Society of Rotary International.

Chris is a member and former local chapter president of the Financial Planning Association and a member of the National Association of Personal Financial Advisors (NAPFA).

Chris lives in Santa Rosa Valley with his wife and their two children.

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Bio
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Jeffrey A. Borenstein, CPA, CFP®

Vice President and CFO

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Jeffrey A. Borenstein, CPA, CFP®

Phone: (805) 494-3416

Fax: (805) 725-3416

Email: jborenstein@lamiafinancial.com

Jeff joined Lamia Financial Group, Inc. in 2008 after a 30 year career as a Partner in a local accounting firm. Jeff graduated from California State University Northridge in 1976 with a Bachelor of Science degree in Business Administration, with an option in Accounting.  Jeff received his Certified Public Accountant designation in 1978 and the CERTIFIED FINANCIAL PLANNER™ designation in 2013.  Jeff has been a member of Thousand Oaks Rotary since 1978, served as Club President in 1989-90, is a Paul Harris Fellow, and is a member of The Bequest Society of Rotary International, the Financial Planning Association of Ventura County, and the National Association of Personal Financial Advisors (NAPFA).

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Juan C. Ros, CFP®

Vice President for Financial Planning and Philanthropy

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Juan C. Ros, CFP®

Phone: (805) 494-3416

Fax: (805) 725-3416

Email: jros@lamiafinancial.com

Juan joined Lamia Financial Group, Inc. in 2012 after a 14-year career in various not-for-profit organizations, specializing in charitable gift and estate planning.  Juan graduated from Pennsylvania State University in 1988 with a Bachelor of Arts degree in Film and Video and received a Master of Business Administration degree with an emphasis in financial planning in 2009 from California Lutheran University.  Juan received the CERTIFIED FINANCIAL PLANNER™ designation in 2010 and also holds the Certified Specialist in Planned Giving (CSPG) designation.  Juan is a faculty member for the American Institute for Philanthropic Studies, the organization that awards the CSPG designation.  He is a member of the Financial Planning Association, the National Association of Personal Financial Advisors (NAPFA), the Conejo Valley Estate Planning Council, ProVisors, the International Association of Advisors in Philanthropy, and the Los Angeles Council of Charitable Gift Planners.  Juan serves on the Advisory Council of the Central Coast for the Ronald Reagan Presidential Foundation and is a former board member for Make-A-Wish Tri-Counties.

Juan is the author of the firm's Spreading the Wealth blog at www.SpreadingtheWealthBlog.com.

He is also the only financial planner of whom he is aware to have a page on IMDB.

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David Seery, CFP®

Senior Associate Financial Advisor

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David Seery, CFP®

Phone: (805) 494-3416

Fax: (805) 725-3416

Email: dseery@lamiafinancial.com

David joined Lamia Financial Group, Inc. in 2013.  Prior to joining the firm, David was a personal banker for California Republic Bank. In 2015, David earned the CERTIFIED FINANCIAL PLANNER™ designation.  He is involved with FOOD Share of Ventura County, California State University Channel Islands, and Jewish War Veterans Post 603.  David is also a member of the Financial Planning Association. A longtime Thousand Oaks resident, Seery graduated with honors from California State University Channel Islands in 2012 with degrees in business and economics, each with an international emphasis.

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Logan Sanders

Associate Financial Advisor

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Logan Sanders

Phone: (805) 494-3416

Fax: (805) 725-3416

Email: lsanders@lamiafinancial.com

Logan joined Lamia Financial Group Inc. as an intern in early 2017 before converting full time. Prior to joining the firm, Logan was a College Financial Representative with Northwestern Mutual and also a Customer Service Representative at the Conejo Valley YMCA. He is very active with the business fraternity Delta Sigma Pi and has participated in various community service events such as For The Troops and a Toy Drive for 1736 Family Crisis Center. Logan made his way from Stockton, California to California Lutheran University in 2013. He started four years as a defensive back on the football team and became a Captain his senior year. Logan graduated in 2017 with a degree in business with a finance emphasis and a minor in Spanish.

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Brooks White

Associate Financial Advisor

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Brooks White

Phone: (805) 494-3416

Fax: (805) 725-3416

Email: bwhite@lamiafinancial.com

Brooks joined Lamia Financial Group, Inc. as a full-time employee in June 2017 following a year spent in the firm’s internship program. He recently graduated with honors from California Lutheran University, where he earned a degree in business administration with an emphasis in finance. During his time at CLU, Brooks became involved with Delta Sigma Pi, a professional business fraternity, and served as Chancellor of the Upsilon Chi chapter for the 2016 fall semester. Through this organization, he was fortunate enough to contribute to a variety of charitable organizations, including the 1736 Family Crisis Center, Habitat For Humanity, and The American Cancer Society. After spending most of his youth in Foresthill, a small town in Northern California, Brooks is happy to call Thousand Oaks his new home. In his free time, Brooks enjoys lifting weights, playing basketball, and following his favorite NBA team, the Los Angeles Lakers.

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Hugo Martinez

Client Service Specialist

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Hugo Martinez

Phone: (805) 494-3416

Fax: (805) 725-3416

Email: hmartinez@lamiafinancial.com

Hugo joined Lamia Financial Group in 2017. He has over 10 years of experience in customer service with various companies. He is an avid learner and is currently teaching himself a fourth language, Italian. He enjoys music, having played guitar, harmonica, and keyboard. More recently he has been active in martial arts, training in Muay Thai Boxing and Brazilian Jiu Jitsu.

Bio
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Jeffrey A. Borenstein, CPA, CFP®

Vice President and CFO

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Jeffrey A. Borenstein, CPA, CFP®

Phone: (805) 494-3416

Fax: (805) 725-3416

Email: jborenstein@lamiafinancial.com

Jeff joined Lamia Financial Group, Inc. in 2008 after a 30 year career as a Partner in a local accounting firm. Jeff graduated from California State University Northridge in 1976 with a Bachelor of Science degree in Business Administration, with an option in Accounting.  Jeff received his Certified Public Accountant designation in 1978 and the CERTIFIED FINANCIAL PLANNER™ designation in 2013.  Jeff has been a member of Thousand Oaks Rotary since 1978, served as Club President in 1989-90, is a Paul Harris Fellow, and is a member of The Bequest Society of Rotary International, the Financial Planning Association of Ventura County, and the National Association of Personal Financial Advisors (NAPFA).

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Kathleen M. Inman, CPA

Tax Return Specialist

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Kathleen M. Inman, CPA

Phone: (805) 494-3416

Fax: (805) 725-3416

Email: kinman@lamiafinancial.com

Kathleen joined Lamia Financial Group, Inc. in 2008 after a 20 year career working in a local accounting firm, specializing in the preparation of both Fiduciary and Entity tax returns. Kathleen graduated from Biola University in 1988 with a Bachelor of Science degree in Business Administration, with an emphasis in Accounting.  Kathleen received her Certified Public Accounting designation in 1991. She is a member of the American Institute of Certified Public Accountants.  Kathleen has served as the treasurer for her Simi Valley church since 1986 and has served for several years on the finance committee of Many Mansions, an organization that provides affordable housing to low-income residents of Ventura County and surrounding communities.

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Lucia Toledo

Tax Assistant

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Lucia Toledo

Phone: (805) 494-3416

Fax: (805) 725-3416

Email: ltoledo@lamiafinancial.com

Lucia Toledo joined Lamia Financial Group, Inc. in 2017, after graduating from California Lutheran University with honors. She received a Bachelor of Science in Accounting and a Bachelor of Art in Spanish. Prior to joining the firm, Toledo had previously volunteered for Ventura County Volunteer Income Tax Assistance (VITA).

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Lynn Terry

Tax Assistant

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Lynn Terry

Phone: (805) 494-3416

Fax: (805) 725-3416

Email: lterry@lamiafinancial.com

Lynn joined Lamia Financial Group, Inc. in 2008 after a 22-year career with State Farm Insurance and three years with a local accounting firm.

She has dedicated her career to professional administration and has brought a wealth of administrative and operational experience to Lamia Financial Group. She is a Southern California native who has resided in Ventura County for all of her life. She is married and has two children.

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100 E. Thousand Oaks Blvd., Suite 200
Thousand Oaks, California
91360 United States

info@lamiafinancial.com

(805) 494-3416

 

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