Roshan Loungani - Financial Planner & Retirement Specialist

Roshan A. Loungani, CFP® CRPC®, is a seasoned professional who provides well-informed, personalized financial advisory services to his clients, ultimately guiding them to achieve the lives they truly want to live.

An entrepreneur in investing and even creating his own businesses, Roshan first turned to the world of finance over a decade ago. He began his own practice with American Express Financial Advisors, which would later become Ameriprise Financial. As Roshan rose through the ranks he strove to improve his own industry knowledge. In 2003 he officially earned his designation as a Certified Financial Planner (CFP®). He later got involved in the Chartered Financial Analyst (CFA) Program, which provides a top-notch course of study for finance professionals, and he completed the level 1 exam of its curriculum.