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Financial Advisor

ROSHAN.AJANEE@RAYMONDJAMES.COM

 

Roshan has established his firm to provide efficient, specialized solutions to Doctors and Dentist. Roshan's primary services include services ranging from Investments, Retirement Planning, and Life Insurance to a whole range of other financial planning initiatives. He also offer a host of specialty services to cater to the unique needs of our clients. 

He offers the benefit of years of experience gained from previous positions working in corporate America. This firm was formed with a single principle in mind: to provide the highest level of personalized client service possible. Simply put, we care about each and every one of our clients. Roshan can help you with Income Tax, Investments, Insurance, Estate Planning, and Education planning.

We are Members of:

  • Texas State Board of Public Accountancy
  • Texas Society of CPA's
  • American Institute of Certified Public Accountants

 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

WHY WORK WITH A CFP®

In life, it’s important to find a financial planner you trust to provide sound, unbiased advice and professional services. Being CFP® certified means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve. To become a CERTIFIED FINANCIAL PLANNER™ professional one must pass the comprehensive CFP® Certification Exam, have a minimum of three years’ professional experience in financial planning process and must be approved by the CFP Board, which involves an extensive background check – including an ethics, character and criminal check. To maintain certification, CFP® license holders must complete 30 hours of continuing education accepted by the CFP Board every two years.

How does working with a CFP® certified advisor benefit you? CERTIFIED FINANCIAL PLANNER™ professionals are held to the utmost standards of ethics and professional responsibility, which prepares them for a career-long commitment to provide truly personalized services to meet your needs; all while maintaining high levels of financial planning and professionalism. CFP® professionals maintain their professional edge through ongoing education and training in addition to the rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with you.