About My Practice
Lamia Financial Group, LLC, is an independent, fee-only financial planning firm with expertise in investment management, tax planning, and charitable planning. We are dedicated to helping you gain command of your financial resources and empowering you to follow your passion in life.
We consider it an honor to develop a deep working relationship with our clients, enabling, guiding, and supporting them in the achievement of their financial and charitable goals.
Juan joined Lamia Financial Group, LLC in 2012 after a 14-year career in various not-for-profit organizations, specializing in charitable gift and estate planning. Juan graduated from Pennsylvania State University in 1988 with a Bachelor of Arts degree in Film and Video and received a Master of Business Administration degree with an emphasis in financial planning in 2009 from California Lutheran University. Juan received the CERTIFIED FINANCIAL PLANNER™ designation in 2010 and also holds the Certified Specialist in Planned Giving designation. He is a member of the Financial Planning Association, Conejo Valley Estate Planning Council, and the Partnership for Philanthropic Planning of Greater Los Angeles. Juan serves on the board of the Make-A-Wish Foundation of the Tri-Counties and also serves on the Professional Advisory Council for the Ronald Reagan Presidential Foundation.
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Certified Specialist in Planned Giving, MBA
Considerations: Minimum annual fee is $12,500, which equates to an asset minimum of $1,000,000.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
Your planner has been saved.
To view, print, or e-mail your saved planners anytime during your visit, click the Saved Planners link to the right.