Juan Ros
Forum Financial Management, LP
Scottsdale, Arizona
Professional Profile
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.
Professions
Wealth Manager
Functional Expertise
Board of Directors (not for profit)
Cash management
Charitable giving
Employee benefits
ESOPs
Estate planning
Family business
Fiduciary
Fundraising
Investments
Philanthropy
Retirement
Risk management
Tax
Exit/Transition Planning
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.
Professional Certification
CFP®, AEP®, CEPA®, CVGA®. CSPG
Client Industries
Business Services
Financial Services
Health/Pharma/Biotech
Manufacturing
Non-profit
Real Estate/Construction
Software/Internet
Advisor Resource Relationships
EPI
Chapter information
Membership
Phoenix Launch Committee
Member since
Member for 7 months
Chapter Leadership Role
Launch Committee
Why I'm a Member of XPX
Because XPX brings together trusted advisors who collaborate to help business owners navigate succession with clarity, strategy, and long-term impact in mind.
Make XPX Part of Your Business Plans
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