Roshan Loungani
Roshan has earned both a Certified Financial Planner™ (CFP®) and a Chartered Retirement Planning Counselor (CRPC®) designations, awarded by the College for Financial Planning.
Roshan produces an informative podcast called The Retirement Lifestyle Show with Arete Wealth Advisors Erik Olson and Adrian Nicholson. The show explores a variety of retirement matters relevant to listeners navigating the path to the ideal retirement.
Roshan resides in Oak Hill, Virginia with his wife and three children. He spends most of this free time playing with his children and escorting them to various activities. He also makes time to work out and he enjoys listening to music in his downtime.
Our Services
Our core services are comprehensive financial planning, asset management and investment banking. We provide these services to individuals, businesses, foundations, nonprofit organizations and their endowments.
4256993
44856
Alexandria,Annandale,Arlington,Ashburn,Beltsville,Bethesda,Centreville,Chantilly,Chevy Chase,Dumfries,Dunn Loring,Fairfax,Fairfax Station,Falls Church,Germantown,Great Falls,Greenbelt,Haymarket,Herndon,Leesburg,Manassas,Mc Lean,Middleburg,Oakton,Potomac,Reston,Rockville,Silver Spring,Springfield,Sterling
22
14
Roshan began his financial career in 1997 as an intern with Morgan Stanley Dean Witter in Washington, D.C. In 2000 he joined Ameriprise Financial Services as a financial advisor and manager for American Express. It was here that Roshan began building a reputation as an accomplished fiduciary consultant and trust personal financial advisor.
When Roshan joined Arete Wealth Management in 2008 the firm managed less than $100 million in assets. Today, Arete Wealth Management is an award winning, nationally recognized industry leader with 35 offices and 145 registered advisors throughout the U.S. with more than $4 billion in assets.
Individual Investors
401K Rollovers, Wealth Management, Financial Planning for Individuals, Retirement Planning, Investment Advice & Management, Financial Planning, Portfolio Management
Yes
Yes
Yes
I have a clean record
I have a clean record
CFP®, CRPC®
Series 66, Series 7
Variable Life, Long Term Care, Disability, Annuity, Health, Life, Variable Annuity
Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Commodities, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
Phone, Video Conference, Our Office
Fee-Based
$250,000
Based on Assets
120
120
120
$50,000,000
Yes
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
