Log in
Forgot password


Share this profile with your contacts or followers:

MEMBER PROFILE

 

Juan Ros

Forum Financial Management, LP

 

Member profile details

Membership level
Phoenix Sponsor
First name
Juan
Second name/initial
C.
Last name
Ros
Title
Partner
Company
Forum Financial Management, LP
XPX Chapter Email Lists
  • Phoenix News & Events
 

XPX ROLE

Leadership Role
President, Launch Committee
Chapter Sponsorship Type
Silver
 

CONTACT INFORMATION

City
Scottsdale
State
Arizona
 

PROFILE INFORMATION

Call me when
you’re thinking about transitioning your business, creating a lasting legacy through philanthropy, or want a strategic plan to align your wealth with your values.
Why I/we support XPX
Because XPX brings together trusted advisors who collaborate to help business owners navigate succession with clarity, strategy, and long-term impact in mind.
Profession
  • Wealth Manager
Functional Expertise
  • Board of Directors (not for profit)
  • Cash management
  • Charitable giving
  • Employee benefits
  • ESOPs
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Fiduciary
  • Fundraising
  • Investments
  • Philanthropy
  • Retirement
  • Risk management
  • Tax
Client Industry(ies)
  • Business Services
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Non-profit
  • Real Estate/Construction
  • Software/Internet
Professional Certification(s)
CFP®, AEP®, CSPG
In Business Since
2012
Twitter name
@juanros
Business Focus
I provide comprehensive financial planning for business owners, focusing on exit strategies and charitable giving, and collaborating with a team of advisors to ensure seamless, values-driven transitions.
Advisor Resource Relationships
  • EPI
Copyright XPX Global LLC | Terms-of-Use | Privacy-Policy