Forum Financial Management, LP
CFP, AEP, CSPG, CEPA, CVGA
Juan Ros, CFP, AEP, CSPG, CEPA, CVGA is a Financial Advisor with Forum Financial Management, LP. Juan works closely with legacy-minded families and business owners to enhance, protect, and transfer their wealth, particularly when charitable planning is involved. Previously, Juan was a Partner and Vice President at Lamia Financial Group, Inc., which joined Forum in January 2019. Forum Financial Management provides fee-based wealth management and financial planning services to a wide variety of clients, with offices around the country, managing over $3 billion of client assets. Prior to joining Lamia, Juan held various gift planning and major gift positions at the Ronald Reagan Presidential Foundation, Occidental College, and the ALS Association, helping to raise millions of dollars in current and deferred gifts. Juan is a CERTIFIED FINANCIAL PLANNER professional. He holds the Accredited Estate Planner® designation, the Certified Specialist in Planned Giving (CSPG) designation, the Certified Exit Planning Advisor (CEPA) designation, and the Certified Value Growth Advisor (CVGA) designation.