Juan C. Ros
THOUSAND OAKS — Juan C. Ros, CFP®, a wealth manager and philanthropic specialist with Lamia Financial Group, LLC, in Thousand Oaks, will rejoin the board of directors of the Partnership for Philanthropic Planning of Greater Los Angeles (PPP-LA), Lamia reported Thursday in a media release.
Founded in 1980, PPP-LA is an association of charitable gift planning professionals whose membership numbers mor than 300. Ros will begin his one-year term as a member-at-large on Jan. 1.
Ros, a Certified Financial Planner™ professional, previously served on the PPP-LA board from 2006-2009, including a year as the organization’s president.
“I am thrilled to once again be serving on the board of an organization that does so much to facilitate philanthropic giving in our community,” Ros stated in the release. “With all of the political and economic uncertainty we face these days, promoting charitable planning is more critical than ever, so that the nonprofits who serve our friends and neighbors can rest assured knowing they will continue to receive philanthropic support.”
Before joining Lamia Financial Group, Ros worked for 11 years as a charitable gift planner for various not-for-profit organizations, including the Ronald Reagan Presidential Foundation. Ros also currently serves on the boards of the Financial Planning Association of Ventura County and the Make-A-Wish Foundation of the Tri-Counties.
Based in Thousand Oaks, Lamia Financial Group, LLC, is an independent, fee-only financial planning firm with expertise in investment management, tax planning, asset protection and charitable planning. The company advises clients on all their investment needs using a methodical approach grounded in academic research, with an eye on tax efficiency and low investment expenses. For more information, call 805-494-3416 or visit www.lamiafinancial.com