--- title: "Juan Ros | Financial Advisors" description: "Juan Ros at Forum Financial Management, LP. Juan Ros, CFP®, AEP®, CSPG is a Partner at Forum Financial Management, LP, where he advises legacy-minded…" url: https://financialadvisors.com/advisors/juan-ros/ --- [← Back to Advisors](https://financialadvisors.com/advisors/) ![Juan Ros](https://financialadvisors.com/wp-content/uploads/2023/06/22082916617896301605-Juan_Ros-31_Final_Gray_SM-2022.jpg) # Juan Ros Forum Financial Management, LP investment Accredited Estate Planner Certified Financial Planner Certified Specialist in Planned Giving Email Advisor [Schedule Intro](https://calendly.com/juanros/initial-consultation) Link Copied! ## About **Juan Ros, CFP®, AEP®, CSPG** is a Partner at Forum Financial Management, LP, where he advises legacy-minded families and business owners on wealth enhancement, protection, and transfer — with a particular focus on charitable and exit planning strategies. Juan's path to financial planning is distinctive: before entering the profession, he spent nearly a decade in nonprofit fundraising, raising millions in current and deferred gifts for institutions including the Ronald Reagan Presidential Foundation, Occidental College, and the ALS Association. That background gives him a charitable-first perspective rare among financial advisors. Since 2015, Juan has served on the faculty of the American Institute for Philanthropic Studies, which awards the Certified Specialist in Planned Giving (CSPG) designation. He is a contributing editor to _Planned Giving Today_ and serves on the board of the National Association of Estate Planners and Councils (NAEPC). He is an active member of Exit Planning Exchange (XPX) Phoenix, ProVisors, the Central Arizona Estate Planning Council, Arizona Charitable Gift Planners, and the Financial Planning Association, and previously served as president of both the Los Angeles Council of Charitable Gift Planners and the Conejo Valley Estate Planning Council. Juan holds an MBA with an emphasis in Financial Planning from California Lutheran University and a Bachelor's degree from Pennsylvania State University. Investment Philosophy Our investment program is a fee-based, highly diversified, low-cost, passive investment strategy using primarily the mutual funds of Dimensional Fund Advisors and based on an investment philosophy derived from decades of academic research in financial and market theory. We believe that by investing in a variety of asset classes and using a disciplined approach, the program will provide a reasonable return over the long term while managing risk, which will ultimately result in a sustainable investment strategy. This program’s goal is to help clients achieve their financial goals by overcoming the pitfalls of emotional investing, such as trying to time the markets and chase hot funds and asset classes. Instead we implement a disciplined and well-diversified portfolio that benefits from random asset class movements. There are four main elements to the program: 1) customization, 2) risk management, 3) market returns and 4) account aggregation. ## Firm Information ![Forum Financial Management, LP logo](https://financialadvisors.com/wp-content/uploads/2023/06/2208291661789772ForumFinancialLogo-2022.png) Firm Forum Financial Management, LP Position Partner Agency Type ria Firm CRD# 145706 About Firm Forum Financial Management was founded May 2002. The firm established itself as a Registered Investment Advisor in 2009 with $27 million under management. Today, the firm has grown to include 20 partners, 100 independent advisors, 15 affiliated RIA firms, and 34 offices around the country managing over $10 billion of assets for clients. Firm Location ## Professional Details Advisor CRD# 6028956 Fiduciary Yes — acts in your best interest Compensation Assets Under Management (AUM) • Flat Fee Designations Accredited Estate Planner Certified Financial Planner Certified Specialist in Planned Giving Licenses Other ## Investment Information Assets Under Management $10.8B ## Practice Focus Specialties - Holistic Financial Planning 15% - Retirement Planning 15% - Tax Planning 15% - Charitable Planning 10% - Estate Planning 10% - Succession Planning 10% - Transition Planning 10% - Other 15% Preferred Client Type - Business Owners 50% - High Net-Worth Individuals 30% - Pension and Profit Sharing Plans 15% - Self-Employed Individuals 5% ## Education Education **California Lutheran University** **Pennsylvania State University** ## About Me Hobbies & Interests Cooking Creative writing Healthy Lifestyle Hiking Meditation Mindfulness Movies Music Reading Running/Jogging Traveling Writing Favorite Sports Teams Penn State Nittany Lions Arizona Diamondbacks Arizona Cardinals Community Involvement Certified Financial Planner Board of Standards (CFPBS), Financial Planning Association (FPA), National Association of Estate Planners & Councils (NAEPC), Planned Giving Design Center (PGDC), Other, Exit Planning Exchange Languages Spoken Spanish ### Contact Information Email Advisor Thanks! Your message has been sent. [(805) 409-3240](tel:8054093240) Address 16220 N Scottsdale Rd, Scottsdale, AZ 85254, USA ### At a Glance AUM $10.8B Founded 2012 ### Links [Website](https://www.forumfinancial.com/) SEC Form ADV Not provided Form CRS Not provided [BrokerCheck Profile](https://adviserinfo.sec.gov/individual/summary/6028956) ### Connect [LinkedIn](https://www.linkedin.com/in/juanros/) [Facebook](https://www.facebook.com/financiallyzenjuan) [X](https://twitter.com/juanros) [Instagram](https://www.instagram.com/rosboss/) --- Source: https://financialadvisors.com/advisors/juan-ros/ Site index for AI agents: https://financialadvisors.com/llms.txt Agent directory: https://financialadvisors.com/agents.json