Helmed by Forum Partner Chris Lamia, the Forum Thousand Oaks office works with clients nationally and locally throughout Ventura County, Conejo Valley and San Fernando Valley. With longstanding ties to the community, Chris and the Thousand Oaks advisory team help people reach their wealth management goals with a focus on charitable giving planning.
FORUM FINANCIAL MANAGEMENT
DISCOVER THE PEACE OF MIND THAT COMES
WITH FINANCIAL CONFIDENCE
Forum Partner Chris Lamia values the connections he has made over the years with clients and their families, with many long-term relationships spanning over two decades. The advisor team at the Forum Thousand Oaks office continues to grow and learn together with common goals: to serve existing clients, welcome new clients and refine the client experience to embody the distinctly Thousand Oaks team energy.
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.