Forum Advisor Juan Ros received the Wealth Advisor of the Year award in the category of client services from the San Fernando Valley Business Journal as one of several recipients of its 2019 Trusted Advisors Awards. This was Juan’s second nomination and second win in three years. He also accepted the Wealth Advisor of the Year award for community service in 2017.
The annual event recognizes community professionals throughout the San Fernando Valley in the areas of accounting, banking, law, insurance and wealth management.
Juan shared his thoughts on being an advisor: “I’m always wondering what else can I be doing to help people. Clients who have never worked with an advisor quickly come to realize that not only do they have an advisor but also an advocate — someone who has their back and someone who is not afraid to be completely honest, even when it means saying something they may not want to hear.”
He continued: “This work makes me happy in that it affords me the flexibility to pursue personal interests while helping people achieve their own individual goals. I’m grateful to the SFVBJ for this recognition.”
Photo: Robin Choi (left), regional bank president for Wells Fargo, and Charles Crumpley (right), publisher and editor for the San Fernando Valley Business Journal with Forum Advisor Juan Ros (center) at the 2019 Trusted Advisors Awards in Woodland Hills, California on August 8. (Jeremy Fratkin)
Awards, third-party rankings, and recognitions from rating services or publications are no guarantee of future investment success. Working with a highly-rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These recognitions should not be construed as an endorsement of the advisor by any client, nor are they representative of any one client’s evaluation. Generally, ratings, rankings, and recognition are based on information prepared and submitted by the advisor.