Lamia Financial Group Announces Achievement of CFP® Designation By Two Advisors
Submitted by Lamia Financial Group, Inc. on August 10th, 2013
THOUSAND OAKS, Calif.--Lamia Financial Group, LLC, a full-service financial planning and wealth management company, announces that Jeffrey Borenstein and Jill Reagan have achieved the Certified Financial Planner™ designation.
Reagan provides financial planning advisory services to clients, and Borenstein’s focus is helping clients with wealth management and tax planning services consistent with the firm’s consultative approach.
“We are thrilled to expand the number of Certified Financial Planner™ professionals at our firm to four,” said Christopher Lamia, CFP®, principal at Lamia Financial Group, LLC. “We believe very strongly in the CFP® designation and value it as being the hallmark of exceptional financial planning and dedication to our profession. Congratulations to Jeff and Jill for meeting the high standards necessary to achieve the CFP® designation.”
Borenstein joined Lamia Financial in 2008 after a 30-year career as a partner with an accounting firm. He graduated from California State University, Northridge in 1976 with a bachelor’s degree in business administration, with an option in accounting. In 1978, he received his Certified Public Accounting designation. A 35-year member of the Thousand Oaks Rotary, he served as club president in 1989-90 and is a Paul Harris Fellow. He is also a member of The Bequest Society of Rotary International and the Financial Planning Association of Ventura County.
A Certified Public Accountant since 1987, Reagan has experience in tax planning and preparation as well as internal and external auditing. She joined Lamia Financial in 2012, and is a member American Institute of Certified Public Accountants, the California Society of Certified Public Accountants and the Financial Planning Association of Ventura County. Reagan graduated from California State University, Long Beach with a bachelor’s degree in business administration with an option in accounting.
The CFP® designation is awarded by the CFP Board of Standards, Inc. Candidates must complete a rigorous series of graduate-level coursework, pass a two-day exam, and meet work experience and ethics requirements in order to receive the designation.
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.
Click here for the version published in the Ventura County Star, August 10, 2013.