Juan C. Ros, CFP®, AEP®
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 the Accredited Estate Planner® designation in 2018. He 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 board for Fit 4 The Cause 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.