Roshan Ghaznavi, Managing Director- Wealth Management, joined UBS after spending 14 years at Merrill Lynch Wealth Management and prior to that, 10 years with Citi Smith Barney. Roshan holds the Chartered Retirement Planning CounselorSM, CRPC® designation he focuses 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. His technique of addressing the retirement process from start to finish enables him to address a multitude of challenges from "when to retire" to "planning for incapacity, disability & long term care". 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. Roshan feels strongly about giving back and is personally involved with many charitable and local organizations in the community. Previously, Roshan served on the Board of Trustees for West Hills Hospital. His passion for community and family have added new direction to his process. He feels compelled to address the unique financial concerns of clients with disabled loved ones. He can help families integrate special needs concerns into their broader financial strategy and find appropriate strategies in areas such as insurance, asset management, estate planning services and trust administration. Roshan lives in Woodland Hills with his wife, Yasaman, son, Ryan and daughter Sophia.