Jeffrey A. Borenstein, CPA, CFP®
Email: jborenstein@lamiafinancial.com
Phone:(805) 494-3416 X101
Jeff joined Lamia Financial Group, Inc., in 2008 after a 30-year career as a Partner in a local accounting firm. Jeff graduated from California State University Northridge in 1976 with a Bachelor of Science degree in Business Administration, with an option in Accounting. Jeff received his Certified Public Accountant designation in 1978 and the CERTIFIED FINANCIAL PLANNER™ designation in 2013. Jeff provides Wealth Management services through his affiliation as a Financial Advisor with Forum Financial Management. Jeff has been a member of Thousand Oaks Rotary since 1978, served as Club President in 1989-90, is a Paul Harris Fellow, and is a member of The Bequest Society of Rotary International.