Jeffrey A. Borenstein
Retired
Retired as of December 31, 2023
About Jeffrey
Jeff joined Lamia Financial Group, Inc., in 2008 after a 30-year career as a Partner in a local accounting firm. Jeff graduated from California State University Northridge in 1976 with a Bachelor of Science degree in Business Administration, with an option in Accounting.
Jeff received his Certified Public Accountant designation in 1978 and the CERTIFIED FINANCIAL PLANNER™ designation in 2013. Jeff provides Wealth Management services through his affiliation as a Financial Advisor with Forum Financial Management.
Jeff has been a member of Thousand Oaks Rotary since 1978, served as Club President in 1989-90, is a Paul Harris Fellow, and is a member of The Bequest Society of Rotary International.
Retired 12/31/2023.
Certifications
- Certified Public Accountant (CPA) since 1978
- CERTIFIED FINANCIAL PLANNER™ (CFP®) since 2013
Education
Bachelor of Science in Business Administration, option in Accounting
California State University Northridge, 1976
Community Involvement
- Member of Thousand Oaks Rotary since 1978
- Club President, 1989-90
- Paul Harris Fellow
- Member of The Bequest Society of Rotary International