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Effective January 1, 2019: Lamia Financial Group has joined Forum Financial Management, LP. 
Chris, Jeff, Juan, and David have become advisors of Forum, and we will be working with each client to seamlessly transition management of your portfolios to Forum. 
Learn more about Forum at www.forumfin.com.

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Calendly Scheduler

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

jros@forumfin.com

(805) 494-3416

 

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