Roshan Loungani - Financial Planner & Retirement Specialist

As Roshan Loungani got more involved in the financial planning industry he decided to focus specifically on retirees. He received another designation as Chartered Retirement Planning Counselor (CRPC®), and armed with his personal interest in the “Science of Happiness,” Roshan began to inspire his clients to achieve more than they ever thought possible. While at American Express Financial Advisors Roshan was singled out for his exceptional work, earning internal awards such as the Mercury Award, the Financial Top Achiever Award, and a spot in the company’s Circle of Success program.