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Juan C. Ros, CFP®, AEP®, CSPG, CEPA®, CVGA

CFP® / Wealth Manager
Financial Advisor
Forum Financial Management, LP
100 E. Thousand Oaks Boulevard
Suite 200
Thousand Oaks, CA 91360

Phone: (805) 409-3240
Fax: (805) 725-3416
CFP Number: 154101
Additional Information:

Philanthropic planning

Business exit planning

Business value growth

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