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Roshan Ghaznavi

About The Firm
The Ghaznavi Group
Financial Management

 

21215 Burbank Blvd.

Woodland Hills, CA 91367

The goal and focus of the Ghaznavi Group has been to provide investment and planning based strategies for the unique needs of clients. Forward thinking, client focus and careful planning have been the cornerstones of their process. The group's mission has been to help clients realize their financial goals and enjoy the lifestyle they have worked hard to achieve. With a consistent level of integrity and confidentiality, The Ghaznavi Group provides the highest degree of personalized service and dedication. They feel privileged in helping clients in all areas of their financial lives and have the ability to deliver the vast resources of Merrill Lynch, one of the world's largest wealth management firms, with the intimacy and personal service of a small boutique.

About Roshan Ghaznavi

After spending 10 years with Citi Smith Barney, Roshan joined Merrill Lynch in 2008. Roshan holds the Chartered Retirement Planning CounselorSM (CRPC®) designation which allows him to focus on a process which takes a holistic approach to Wealth Planning. Creating a "road map to retirement," allows him to focus on clients' pre- and post-retirement needs. Roshan's innate ability to look at the entire picture, allows him to take the lifestyle clients have worked hard to achieve and give their money a sense of direction. He feels strongly about giving back and is personally involved with many charitable and local organizations in the community. Currently, he serves on the Board of Trustees for West Hills Hospital.

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