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Mission: 

Educate, motivate and empower our community to collectively promote and facilitate charitable gift planning

Vision: 

We envision an enriched community where leaving a legacy through charitable gift planning is the social norm

Juan Ros

Forum Financial Management, LP

 

Member profile details

First name
Juan
Last name
Ros
Organization
Forum Financial Management, LP
Past President: Year(s)
2008 (Southern California Council of Charitable Gift Planners)

Arizona Charitable Gift Planners

www.azgiftplanners.org

admin@azgiftplanners.org

  602.840.2900 X1


Core Values:  Integrity, Generosity, Innovation, Collaboration, Engagement, Community

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