Juan Ros's Location
Thousand Oaks, CA, US
Juan Ros's Work
- Financial Advisor @ Forum Financial Management, LP
- Founder @ Financially Zen, LLC
- Vice President @ Lamia Financial Group, Inc.
- Director of Development @ Ronald Reagan Presidential Library Foundation and Institute
- Vice President for Philanthropy @ The ALS Association
- Senior Director of Planned and Major Gifts @ Occidental College
- Director, Gift Planning @ The ALS Association
- Executive Director @ Libertarian National Committee
- Accounting Assistant @ Klasky Csupo
- Manager's Assistant @ Brillstein Entertainment Partners
Juan Ros's Education
- California Lutheran University
MBA (Financial Planning)
2006 - 2009 - Penn State University
BA (Film & Video, English (minor))
1985 - 1988 - Belen Jesuit Preparatory School
High School Diploma
1979 - 1985
Juan Ros's Skills
- Estate Planning
- Six Sigma
- Charitable Remainder
- Capacity Planning
- Charities
- RF
- Public Speaking
- Personal Tax Planning
- Charitable Trusts
- MPLS
Juan Ros's Summary
Juan Ros, based in Thousand Oaks, CA, US, is currently a Financial Advisor at Forum Financial Management, LP, bringing experience from previous roles at Financially Zen, LLC, Lamia Financial Group, Inc., Ronald Reagan Presidential Foundation and The ALS Association. Juan Ros holds a 2006 - 2009 MBA in Financial Planning @ California Lutheran University. With a robust skill set that includes Estate Planning, Six Sigma, Charitable Remainder, Capacity Planning, Charities and more, Juan Ros contributes valuable insights to the industry. Juan Ros has 2 emails on RocketReach.
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