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Christopher Lamia, CFP®

Lamia Financial Group, LLC

100 E Thousand Oaks Blvd
Ste 200
Thousand Oaks, CA 91360
Phone: (805) 494-3416
Fax: (805) 725-3416

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Sudden Wealth
  • Nontraditional Households
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

Considerations: Fee only for Investments. May receive life insurance commissions. Annual Minimum Fee of $12,500.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.