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Juan Ros

Advisor Details

Financial Advisor in Thousand Oaks, CA with 12 Year(s) of Experience

Professional Designations

Accredited Estate Planner (AEP)

Certified Exit Planning Advisor (CEPA)

Certified Financial Planner (CFP) - 154101

Certified Specialist in Planned Giving (CSPG)

Certified Value Growth Advisor (CVGA)

Personal Bio

Juan Ros, CFP®, CSPG, AEP®, CEPA, CVGA® is a Financial Advisor for Forum Financial Management, LP. 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 board of the nonprofit Fit 4 the Cause and on the Council Relations Committee for the National Association of Estate Planners and Councils. He is an active member of ProVisors, the Financial Planning Association, and the Exit Planning Institute and is past president and member of the Conejo Valley Estate Planning Council and the Los Angeles Council of Charitable Gift Planners. Juan is also the founder of Financially Zen, a provider of personal finance content delivered online and through social media channels.

Juan is a CERTIFIED FINANCIAL PLANNER™ professional. He holds the Certified Specialist in Planned Giving designation, the Accredited Estate Planner® designation, the Certified Exit Planning Advisor designation and the Certified Value Growth Advisor® designation. Juan earned his MBA with an emphasis in Financial Planning from California Lutheran University in Thousand Oaks, California. He holds a Bachelor’s degree from The Pennsylvania State University in State College, Pennsylvania.

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. An empty-nester as of 2022, Juan resides in Ventura County, California, with his wife Stacy and dog Sasha.

Firm Name

Forum Financial Management, LP

Firm Bio

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 16 partners, 63 independent advisors, 15 affiliated RIA firms, and 34 offices around the country managing over $7 billion of assets for clients.

Advisor Type

RIA - Juan Ros

Firm SEC Form ADV

Firm SEC Form CRS

Total Assets Under Management

$7399287269

Firm SEC/CRD #

145706

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Firm Logo

Resume

Education

California Lutheran University
Bachelor of Arts
Duration: 1985 - 1988
Pennsylvania State University
Master of Business Administration in Financial Planning
Duration: 2006 - 2009

License(s)

Other

Advisor SEC/CRD #

6028956

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Are you a Fiduciary?

Yes

Do you receive any commissions or fees based upon financial products that you provide to your clients?

No

Methods of Compensation

Assets Under Management (AUM), Flat Fee

Specialties

Preferred Client Type

Membership Associations

Certified Financial Planner Board of Standards (CFPBS)

Financial Planning Association (FPA)

National Association of Estate Planners & Councils (NAEPC)

Planned Giving Design Center (PGDC)

Affinity Groups

ProVisors, Conejo Valley Estate Planning Council, Los Angeles Council of Gift Planners, Financial Planning Association, Exit Planning Institute, National Association of Estate Planners and Councils

Activities/Hobbies

Cooking, Creative writing, Healthy Lifestyle, Hiking, Meditation, Mindfulness, Movies, Music, Reading, Running/Jogging, Travelling, Writing

Language Spoken

English, Spanish

Volunteer Experience

Fit 4 the Cause, Inc.

Honors/Awards

  • Who’s Who in Banking and Finance 2021
  • Who’s Who in Banking and Finance 2020
  • Trusted Advisors – Wealth Manager of the Year (Client Services Award) 2019
  • Who’s Who in Banking and Finance 2018
  • Trusted Advisor 2017 – Wealth Manager of the Year (Community Service Award)
  • Who’s Who in Banking and Finance 2017
  • Who’s Who in Banking and Finance 2016

Publications Featured In

Bloomberg

CNBC

Investment News

Market Watch

Disclaimer

Forum Financial Management, LP is a registered investment advisor with the SEC. The home office is located at 1900 S. Highland Ave., Suite 100, Lombard, IL 60148. Before making an investment decision, please contact our office at 630.873.8520 to receive a copy of Forum’s Advisory Agreement and Form ADV Part 2A, which includes Forum’s fee schedule. This information is intended to serve as a basis for further discussion with your professional advisors. Although great effort has been taken to provide accurate numbers and explanations, this information should not be relied upon for making investment decisions. web: www.forumfin.com

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.

Fun Questions About You

What are your three best travel destinations?

Nashville, TN; Tulum, Mexico; London, England

What book is on your nightstand, and what is the subject matter?

Factfulness: Ten Reasons We're Wrong About the World - and Why Things Are Better Than You Think; explains how our worldview has been distorted with the rise of new media and how we can learn to separate fact from fiction when forming our opinions.

What type of music do you listen to most often?

Country, 70s classic rock, 90s alternative

Tell us something about you that most people don't know?

I ran for U.S. Congress twice as a third-party candidate.

What was the best news you ever received?

When my wife was pregnant with our first son.

What are the three best movies that you could watch over and over again?

The Godfather, Lord of the Rings trilogy, Back to the Future

What are your favorite sports teams?

Penn State Nittany Lions, Los Angeles Dodgers, Golden State Warriors

Contact:


Thousand Oaks, CA 91360

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