Why I Became a Financial Advisor
Who invites the copier guy to a label launch? I discovered I had a passion for building long-term relationships in an unusual place — selling color copiers when I worked for Canon after graduating college. One of my clients at the time, Motown Records, invited me to the launch party of its new jazz label. After that event, I realized I could combine my desire to build and nurture long-term client relationships with my interest in personal financial planning. In 1993, I began my journey as a financial planner. Today, my biggest source of joy comes from reflecting on the impact I have been able to make on the lives of clients, many of whom I have been working with for more than 20 years.
Being a trusted advisor means investors seek financial guidance about more than just their investment portfolio.
Thousand Oaks Rotary Club
The Bequest Society of Rotary International
Financial Planning Association
Past President, Ventura County Chapter
Money Managers Special Report
Featured in the San Fernando Valley Business Journal, May 25, 2020
Christopher Lamia, CFP® began his career in the financial services industry in 1993. In 2008, Chris founded Lamia Financial Group, an independent wealth management firm in Thousand Oaks, California. In November 2018, Lamia Financial Group joined Forum Financial Management and established Forum’s first partner-helmed office in California. He values the deep relationships that have developed over time with many clients.
Chris has been a member of the Thousand Oaks Rotary Club since September 2004. His main responsibilities for the club have been to run the Conejo Valley High School Speakers series and serve on the International Committee. He is a Paul Harris Fellow and member of The Bequest Society of Rotary International. Chris is a CERTIFIED FINANCIAL PLANNER™ professional. He served as president of the Ventura County chapter of the Financial Planning Association for two terms. Chris graduated from the University of California at Santa Barbara with honors, earning a bachelor’s degree in political science. He was a Distinguished Military Graduate from UCSB ROTC, commissioned as a 2nd Lieutenant and graduated from the Armor Officer Basic Course as a member of the Commandant’s List. Chris lives in Santa Rosa Valley, California with his wife as empty nesters after raising their two children.