PROFESSIONAL PROFILE

Roshan has 15 years of experience providing Wealth Management Services and Financial Advice. A graduate of California State University, Northridge, Roshan joined Merrill Lynch in 2008, coming from Smith Barney. As a Chartered Retirement Planning Counselor (CRPC), he specializes in a process which takes a holistic approach to Financial Planning Strategies, 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 corporations.

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

He is personally involved with many charitable and local organizations in the community. Currently, Roshan serves on the Board of Directors for the Valley Cultural Center & on the Board of Trustees for West Hills Hospital. Roshan and his wife, Yasaman, live in Woodland Hills with their son, Ryan.

Merrill Lynch has always been a leading global financial management and advisory company, with presence in 40 countries. Smart Money Magazine recently named us the number one full service brokerage firm for the seventh time in eight years. This year Fortune Magazine named us the most admired financial services firm. And now, both Bank of America and Merrill Lynch have established a combined organization unrivaled in its breadth of financial solutions, global reach and personal service. For our clients, this means access to a more comprehensive suite of products, services and expertise than ever before.

To learn more about how Merrill Lynch is helping to meet the financial needs of families of children with disabilities, visit the section of TotalMerrill.com