Juan C. Ros, CFP<sup>&reg;</sup> - Financial Advisor

Juan C. Ros, CFP®

AEP®,CEPA®,CSPG

Partner

Forum Financial Management, LP

9375 E Shea Blvd, Ste 100
Scotttsdale, AZ 85260
FINANCIAL ADVISOR'S WEBSITE
(805) 409-3240 CONNECT WITH Juan
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General

Juan Ros is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Forum Financial Management, LP in Scotttsdale, AZ and the surrounding communities.

Financial Advisor Overview

Forum Financial Management, LP offers you a wide range of comprehensive wealth management solutions to help meet your financial goals. We will help you implement a suitable strategy that considers your complete financial picture. You will receive reports, statements and regular communication from us. We will periodically discuss your progress towards your goals to determine if you are on track. You will typically meet with your advisor on a regular basis, but will also have access to them in between appointments as needs arise. Although we do not have all the answers, we typically know where to find most of them. Many of our clients utilize us for second opinions on everything from refinancing their home to exiting their business.

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Financial Advisor Experience

Juan Ros, CFP®, AEP®, CSPG, CEPA joined Forum Financial Management, LP in November 2018 as a Financial Advisor. Most recently, Juan was a Partner and Vice President at Lamia Financial Group, Inc., which joined with Forum in January 2019. 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 works closely with legacy-minded families and business owners to enhance, protect and help transfer their wealth, particularly when charitable planning is involved. Since 2015, Juan has served on the faculty of the American Institute for Philanthropic Studies, which awards the CSPG designation. He is a frequent contributor and member of the editorial board for the monthly publication Planned Giving Today. Juan serves on the boards of the Conejo Valley Estate Planning Council and the nonprofit Fit 4 the Cause. He is an active member of ProVisors, the Financial Planning Association, The Exchange Los Angeles, and is a member and past president of the Los Angeles Council of Charitable Gift Planners. Juan is a CERTIFIED FINANCIAL PLANNER™ professional. He holds the Accredited Estate Planner® designation, the Certified Specialist in Planned Giving designation and the Certified Exit Planning Advisor designation. He earned an MBA with an emphasis in Financial Planning from California Lutheran University in Thousand Oaks and a Bachelor’s degree from Pennsylvania State University in State College. Prior to his work in wealth management and philanthropy, Juan worked in the film industry. His name can be seen in the credits of numerous films including “Cape Fear,” “JFK” and “The Godfather Part III.” Juan resides in Simi Valley, California, with his wife and their two sons.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Specialist in Planned Giving, Certified Exit Planning Advisor

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Banking, Asset Allocation, Career Change, Business Taxes, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Irregular Income, Mutual Funds, Getting Married, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes

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Helpful Financial Planning Resources