About

Juan Ros, CFP®, AEP®, CSPG, CEPA joined Forum Financial Management, LP in November 2018 as a Financial Advisor. Most recently, Juan was a Partner and…

Juan Ros, CFP®, AEP®, CSPG, CEPA joined Forum Financial Management, LP in November 2018 as a Financial Advisor. 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 boards of the Conejo Valley Estate Planning Council and the nonprofit Fit 4 the Cause. He is an active member of ProVisors and the Financial Planning Association, and is a member and past president of the Los Angeles Council of Charitable Gift Planners.

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

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 including “Cape Fear,” “JFK” and “The Godfather Part III.” Juan resides in Simi Valley, California, with his wife and their two sons.

Latest Post

Today’s rock-bottom interest rates are causing challenges for savers faced with punishing savings rates. But for others, ultra-low interest rates can be a potentially powerful ally when it comes to planning the transfer of an estate, especially an estate that is subject to estate tax. First, a refresher. Under current federal law, an individual may transfer $11.58 million (2020) during lifetime or at death, free of gift or estate tax. Married couples may transfer $23.16 million. This estate tax exemption amount will sunset after 2025 and revert to $5 million per person, adjusted for inflation, beginning in 2026. Estate planning…

About

Juan Ros, CFP®, AEP®, CSPG, CEPA joined Forum Financial Management, LP in November 2018 as a Financial Advisor. Most recently, Juan was a Partner and…

Juan Ros, CFP®, AEP®, CSPG, CEPA joined Forum Financial Management, LP in November 2018 as a Financial Advisor. 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 boards of the Conejo Valley Estate Planning Council and the nonprofit Fit 4 the Cause. He is an active member of ProVisors and the Financial Planning Association, and is a member and past president of the Los Angeles Council of Charitable Gift Planners.

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

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 including “Cape Fear,” “JFK” and “The Godfather Part III.” Juan resides in Simi Valley, California, with his wife and their two sons.