Our goal and focus is to provide investment and planning based solutions for the unique needs of our clients.
Client focus, full disclosure and personal integrity are our guiding principles.
(818)227-6374 (818)741-2587 Fax
6320 Canoga Ave Woodland Hills, CA 91367-2560 -
MAP
Merrill Lynch is a global, full service, financial services firm.
As a Chartered Retirement Planning Counselor, Roshan specializes in a process which takes a holistic approach to Financial Planning Strategies. He identifies goals, assembles an action plan for each and ensures those goals through periodic reviews. A practice that has enabled him to be a leader in his industry, with emphasis on Cash Management, Investment and Retirement Planning, Insurance, Estate Planning and Trust Services, Debt Structuring(Lending), Educational Planning and Banking, for both individuals and privately held companies.
As a Certified Special Needs Advisor (CSNA), Roshan can help individuals & families find integrated strategies through a teamwork approach that brings together the experience of a Financial Advisor, special needs attorney and a disability advocate
We best serve clients in transition. These are individuals, families and private companies experiencing changes in their lives, careers or major long term goals. Clients who wish to maintain or improve their quality of life up to and throughout retirement.
