Roshan Loungani joined Arete Wealth Management in 2008, becoming the firm’s first advisor in the position of retirement planning specialist. When Roshan joined Arete, the firm managed less than $100 million in assets.

Today, Arete Wealth Management is an award-winning, nationally-recognized industry leader with 35 offices and 145 registered advisors throughout the U.S. with more than $4 billion in assets. Today he serves as a wealth advisor and partner in addition to retirement specialist at Arete, where he’s truly in his element helping clients take control of their financial future.

Working from the Vienna, Virginia office, Roshan was instrumental in developing a client-centric corporate culture. Passionate about his work as a retirement advisor, he gets a deep sense of satisfaction knowing he’s helping others accomplish goals they’ve worked a lifetime to achieve. Financial security, for instance, the bedrock of that holy grail called retirement, and with it another huge perk-the peace of mind that Roshan’s clients covet most.

Roshan began his financial career in 1997 as an intern with Morgan Stanley Dean Witter in Washington, D.C. In 2000, he joined Ameriprise Financial Services, also in the Metro D.C. area, as a financial advisor and manager for American Express. It was here that Roshan began building a reputation as an accomplished fiduciary consultant and trusted personal financial advisor. 

In 2003, Roshan earned Certified Financial Planner (CFP®) certification, the standard of excellence in financial planning. Next, the growing need for expert retirement planning professionals prompted Roshan to pursue Charted Retirement Planning Counselor (CRPC0) designation, awarded by the College for Financial Planning.

As his career progressed, Roshan became increasingly aware of the positive impact his financial guidance had on his clients’ lives. He was helping them plan for their future-and the flush of success felt gratifying. It also further incentivized him to remain on the lookout for new, innovative ways to keep guiding his clients closer to their objectives.

Roshan’s strategy for career success is based on his conviction that a financial advisor’s equity is measured in their client relationships. When it comes to fostering client relationships, he’s uncompromising and leads by example. Roshan’s clients know they’re his top priority and express their appreciation with long-term customer loyalty. Roshan produces an informative podcast called The Retirement lifestyle Show with Arete Wealth Advisor Erik Olson and Adrian Nicholson. The show explores a variety of retirement matters relevant to listeners navigating the path to their ideal retirement.

He resides in Oak Hill, Virginia, with his wife Stephanie and their three children: Dilan, Ava, and Kyan. Roshan spends most of his free time playing with his children and taking them to various activities. He also makes time to work out and enjoys listening to music in his downtime.