SPOKANE ESTATE PLANNING COUNCIL

Juan Ros, CFP®, AEP®, CSPG, CEPA® joined Forum Financial Management in November 2018. Previously, Juan was a partner and vice president at Lamia Financial Group, Inc., which joined with Forum in January 2019. Prior to joining Lamia, Juan held various gift planning and major gift positions at the Ronald Reagan Presidential Foundation, Occidental College and the ALS Association, helping to raise millions of dollars in current and deferred gifts. Juan works closely with legacy-minded families and business owners to enhance, protect and help transfer their wealth, particularly when charitable planning is involved. Since 2015, Juan has served on the faculty of the American Institute for Philanthropic Studies, which awards the CSPG designation. He is a frequent contributor and member of the editorial board for the monthly publication Planned Giving Today.