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Roshan Loungani, CFP®, CRPC®
Arete Wealth Management, LLC

Tel: 202-536-4468
8500 Leesburg Pike, Suite 210
Vienna, VA 22182
Arete Wealth Management, LLC | Financial Advisor in Vienna ,VA

About Roshan Loungani

Roshan serves as a wealth advisor and partner at Arete Wealth Management. He joined Arete in 2008 and became the firm's first advisor in the position of retirement planning specialist, where he is truly in his element helping clients take control of their financial future.

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.


About Arete Wealth Management, LLC

As an Arete client, you will experience an unparalleled commitment to your financial success that we are uniquely qualified to provide. Each element of our company's structure and lines of business are strategic - from our small size and independence, to our experienced top tier advisors, to the breadth and uniqueness of our investment product offerings. You will not find another wealth management firm that can offer a similar value proposition.

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.

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General Information

Firm Start Year:   2000
No.of Employees:   2-4
Number of Years with Current Firm:   14
Work Experience:   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.
Work with the following types of clients:   Individual Investors
Advisory Services Provided:   Investment Advice & Management, Financial Planning, Portfolio Management, 401K Rollovers, Wealth Management, Retirement Planning, Financial Planning for Individuals

Services

Investment Types:   Mutual Funds, Options & Futures, Alternative Investments, Exchange Traded Funds (ETFs), Commodities, Insurance, Annuities, Stocks, Bonds, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Via Phone, Video Conference, Our Office

Qualifications & Memberships

Insurance and Annuity Licenses:   Disability, Health, Life, Variable Annuity, Long Term Care, Variable Life, Annuity

Firm Information

Advisor's Number of Clients:   120
Advisor's Number of Managed Clients:   120
Advisor's Number of Planning Clients:   120
Assets Managed by Advisor:   $50,000,000

Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Based on Assets

Education

Bachelor of Science  - Finance & Marketing   University of Maryland
1996-1999

Financial Services

Financial Planning for Individuals

Work with clients to help them establish their vision for retirement, prior to retirement.

Portfolio Management

Use strategies by employing individual stocks, Modified Modern Portfolio Theory, Momentum and Technical theories based on the client's goals.

Retirement Planning

For those still employed, review current employer sponsored plans to ensure client is taking full advantage of employee benefits.

401K Rollovers

Advise client regarding distributions from IRA's and qualified plans with the goal of minimizing tax liabilities.

Annuities

Will do searches for annuities when deemed appropriate for the client's portfolio.

Education Funding and Planning

Assist clients in establishing funding for dependents to achieve defined educational goals.

Wealth Management

Work with clients to ensure expected returns while managing risks.

Compliance

Registered Investment Advisor:

Yes


Registered Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

I have a clean record


Criminal Disclosures in Last 5 years:

I have a clean record


Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

Communities Served

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

Compensation Arrangements

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