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.
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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