Juan Rios
THOUSAND OAKS — Lamia Financial Group LLC, a full-service financial planning and wealth management company in Thousand Oaks, has expanded its financial planning advisory staff with the addition of Juan C. Ros, CFP®, and Jill Reagan, CPA, the company reported this week in a media release.
Ros brings an extensive background in charitable giving and Reagan’s focus is tax planning.
“Our clients want to preserve and grow their assets, protect their estates and make an impact on others through charitable giving, but they also want to make sure they aren’t paying more than their fair share of taxes,” Christopher Lamia, principal of Lamia Financial Group, stated in the release. “With Juan and Jill on staff, we have even more resources available to clients to ensure that all these areas are expertly addressed.”
Ros provides planning and advisory services to individuals and couples consistent with the firm’s client-centered approach. Ros is a member of the Conejo Valley Estate Planning Council, the Partnership for Philanthropic Planning of Greater Los Angeles, and serves on the boards of the Make-A-Wish Foundation of the Tri-Counties and the Financial Planning Association of Ventura County. Prior to joining the firm, he was the director of development for the Ronald Reagan Presidential Foundation. Ros earned his MBA in financial planning from California Lutheran University.
Jill Regan
A certified public accountant since 1987, Reagan will provide tax and financial planning advisory services to clients. She is a member of the Financial Planning Association of Ventura County and serves on the board of the Simi Valley Cultural Arts Center Foundation. Reagan graduated from California State University, Long Beach with a bachelor’s degree in business administration with an option in accounting.
About Lamia Financial Group LLC:
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