Forum Financial Management Establishes Presence On West Coast As Lamia Financial Group Joins Firm
By: Forum Financial
Lamia saw joining Forum, which became official on January 1, as an opportunity to grow without leaving the neighborhood. "The quality of life here is pretty amazing," said Lamia of the strong connections he has within Ventura County. "Thousand Oaks, in particular, is a wonderful community and has been a great place to raise a family."
"No question, we're excited to welcome Chris and the Thousand Oaks team to Forum," said Jonathan Rogers, CFP®, co-managing partner with Forum. "We were impressed by the caliber of the entire team and the perspective that Chris will add to our partner group, not to mention the manner in which he connects with clients."
Lamia decided to bring the firm he founded in 2008 into Forum after meeting Forum's team and recognizing the two firms shared a similar vision and commitment to clients.
"You look for great people who share your philosophy for how to provide financial and investment advice," Lamia commented. "I feel quite fortunate to be part of a team with a diverse set of skills where that diversity creates an energetic environment of collegiality and collaboration. This has allowed us to succeed as an independent practice and is what will continue to fuel our growth as a Forum partner office."
Advisors from Lamia Financial who are now a part of Forum include Christopher A. Lamia, CFP®, Jeffrey A. Borenstein, CPA, CFP®, Juan C. Ros, CFP®, AEP® and David W. Seery, CFP®. The office is located at 100 E. Thousand Oaks Blvd., Suite 200, Thousand Oaks, CA, 91360. Their phone is 805.494.3416.
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ABOUT FORUM FINANCIAL MANAGEMENT — Forum Financial Management, LP provides fee-based wealth management and financial planning services for a wide variety of clients. With offices across the country, Forum's home office is located at 1900 S. Highland Ave., Suite 100, Lombard, IL 60148. For more information about Forum, visit www.forumfin.com.