Bitcoin and Financial Planning: Understanding what it is, and helping clients plan properly if they choose to own it

Date: Tuesday, July 19, 2022
Time: 11:30am - 1:30pm
Location: North Ranch Country Club
Speaker: Christopher A. Lamia, CFP®

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.

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