Roshan A. Loungani (CFP®, CRPC®) is a wealth advisor with Arete Wealth Management, LLC. He is an experienced wealth manager, successful entrepreneur, and proven leader.
His experience in financial services spans almost a decade during which he has been able to guide his clients through the tumultuous markets with a focus on accomplishing their goals.
Roshan is focused on the vision of creating a financial services firm with expertise in both financial planning as well as investment management.
While with American Express Financial Advisors/Ameriprise Financial Services Roshan helped the firm grow in various roles including Financial Advisor, Manager, Coach and Franchise Owner. In these roles Roshan won numerous awards including the Mercury Award, Top Achiever, and Circle of Success.
In 2003 Roshan completed the established and rigorous education, examination, experience and ethical requirements to receive the Certified Financial Planner (CFP®) designation. In order to best assist in the growing need for expert retirement planning, Roshan completed the coursework for the Chartered Retirement Planning Counselor (SM) designation.
Roshan’s education has also focused on finance with a Finance and Marketing degree from the University of Maryland.
Roshan enjoys spending his free time learning how to golf, traveling, reading and spending time with his family.
Upakar Indian-American Scholarship Foundation
8500 Leesburg Pike, Suite 209
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