David Seery Joins Lamia Financial Group as Client Service Specialist

California State University, Channel Islands alumnus David Seery has joined Lamia Financial Group, LLC, as a client service specialist. At the full-service financial planning and wealth management company, Seery provides critical client-related support to the firm’s wealth management team and handles vital operational functions for the firm.

“With David’s strong background in client service and detail-oriented nature, he’s poised to take on a significant role in helping clients with their short- and long-term financial goals,” said Christopher Lamia, CFP®, principal at Lamia Financial Group, LLC.

Prior to joining Lamia Financial, Seery was a personal banker for California Republic Bank. He currently is pursuing his Certified Financial Planner™ designation, which requires graduate-level coursework, passing a two-day exam, and meeting work experience and ethics requirements.

He is involved with the United Way of Ventura County, California State University, Channel Islands and Jewish War Veterans Post 603.

A longtime Thousand Oaks resident, Seery graduated with honors from CSUCI in 2012 with bachelor’s degrees in business and economics, each with an international emphasis.

Read the story in the Ventura County Star by clicking here.

Based in Thousand Oaks, Lamia Financial Group, LLC, is an independent, fee-only financial planning firm with expertise in investment management, tax planning, asset protection and charitable planning. The company advises clients on all their investment needs using a consultative approach grounded in academic research, with an eye on tax efficiency and low investment expenses. For more information, call (805) 494-3416 or visit www.lamiafinancial.com.