Juan Ros

Juan C. Ros, CFP®, AEP®, CSPG, CEPA®, CVGA® is a seasoned financial advisor with extensive experience in wealth management and financial planning. Currently serving as a Financial Advisor at Forum Financial Management, LP since November 2018, Juan C. Ros emphasizes wealth building, management, and preservation for clients. In addition, Juan C. Ros founded Financially Zen, LLC in May 2020, focusing on reducing financial anxiety through mindfulness and practical content. Previous roles include Principal and Vice President at Lamia Financial Group, Director of Development at the Ronald Reagan Presidential Foundation, and Vice President for Philanthropy at The ALS Association, among others. With an MBA in Financial Planning from California Lutheran University and a BA from Penn State University, Juan C. Ros combines a solid educational foundation with a diverse professional background.