Juan Ros, CFP®, AEP®, CEPA®, CVGA® Joins Forum Partner Group

Juan Ros, CFP®, AEP®, CEPA®, CVGA® has been named a partner for Forum Financial Management. Juan brings his unique perspective to the Forum partner group, amassed from his career experiences in the film industry, the world of charitable giving and the field of financial planning. He joined Forum as a financial advisor in late 2018.

Throughout his professional life, Juan can point to a common theme. At every turn, he has built lasting relationships.

Juan said, “Throughout my various careers, building relationships has been at the center of all of them, an approach that has afforded me some success in each new endeavor. Indeed, I have internalized this to be my ‘why’ — building relationships with others to help them feel empowered to improve our world and feel fulfilled.”

Before joining Forum, Juan worked with Forum Partner Chris Lamia as a partner and vice president for Lamia Financial Group in Thousand Oaks, California. Their chance meeting at a Financial Planning Association of Ventura County chapter event ultimately led to an opportunity for Juan to transition from philanthropy to financial planning through a new role on the Thousand Oaks team. Lamia Financial Group joined Forum in January 2019.

Chris commented, “I can’t think of a better person to have as a partner than Juan. He sincerely wants to make things better for everyone he comes into contact with. In addition to his obvious skills, particularly in the charitable sphere, he has tremendous empathy when working with advisors and clients alike.”

In 2024, Juan began splitting his time between Thousand Oaks and Scottsdale after making the decision to move to Arizona. Juan has found a way to stay connected with his clients, team members and the community organizations he supports, including ProVisors, the Exit Planning Institute Conejo Valley Chapter and the Conejo Valley Estate Planning Council while building new relationships with clients and professionals in the greater Phoenix metro area through his involvement with the Exit Planning Institute Greater Phoenix Chapter, the Central Arizona Estate Planning Council and Arizona Charitable Gift Planners. Juan also serves on the board of the National Association of Estate Planners and Councils.

Through the millions of dollars in charitable gifts Juan personally raised, he has seen the impact that philanthropy can have on both donor and charitable organization. While some advisors take a strictly technical approach to charitable gifting strategies, Juan encourages people to think creatively about their giving. He shares the same message when speaking to financial professionals and national estate planning organizations on estate planning, charitable giving and financial planning.

Juan said, “There is nothing like seeing the satisfaction in a client’s eyes when they realize the impact their philanthropy is having on the causes they care about most. My role as the advisor is to have those conversations around values and goals and then formulate and execute the plan that brings together financial and charitable objectives in a tax-efficient way. The creativity involved in that process is my favorite thing about being an advisor, and I’m grateful to be at a firm that encourages and motivates philanthropy.”

Forum Co-Managing Partner Jonathan Rogers said, “We are excited to welcome Juan as our newest partner. Always approaching his colleagues and clients with a remarkably positive attitude and a willingness to go above and beyond, Juan gives of his talents generously, whether that be his talent for communication or his knowledge of charitable giving. When it comes to collaboration, which is one of our core tenets, he epitomizes what we all strive to be as partners for each other. We look forward to continuing to build our businesses alongside him as partners for years to come!”

Whether in Arizona, California or elsewhere in the country, Juan is committed to being there for his clients, colleagues, family, friends and charitable endeavors. Regarding his new role as a Forum partner, he said, “It is an honor to join the leadership of a firm for which I have great respect, and I look forward to sharing whatever skills I have with Forum’s partners, advisors, staff and allied advisory firms.”