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.
FORUM ARTICLES & INSIGHTS
A PERSONAL APPROACH
Tell Us About Your Financial Life and Aspirations
Your experience begins with an initial meeting to identify your financial vision for the future and risk tolerance levels. We review our investment philosophy and approach with you so that you fully understand each milestone of our process and how our relationship will evolve over time.
Discuss Topics Crucial to Your Financial Success
Over the course of the next few meetings, the content and breadth of each meeting is defined by your personal needs. We can review your estate planning and risk management needs, discuss retirement accumulation or distribution planning, evaluate educational funding needs, review your tax situation, and go over any other items crucial to your financial success.
Develop a Strategic Plan Unique to You
Once you select an allocation, we put together a strategic implementation plan that will coordinate investment of your portfolio between qualified (tax-advantaged) assets and non-qualified assets in order to maximize tax efficiency. The topics we address during our time with you vary depending on your unique needs and situation.
Putting Your Plan Into Action
We establish your Forum account based on the portfolio allocation we discussed and what we learned about your risk tolerance and financial goals. With your new Forum account now in place, you will have the opportunity to access your Forum Client Portal for the first time and connect with members of the Forum Client Service team.
Review Goals and Plans When Your Life Changes
You will receive reporting that will clearly show your performance net of all fees and compared to applicable market indexes. Additionally your assets are held at a reputable third-party custodian that furnishes independent monthly reports so you can feel confident about the safe handling of your money.