Roshan grew up in the DC Metro Area. His first experience in the financial services industry was when he interned at Morgan Stanley Dean Witter. In 2000 he joined American Express Financial Advisors, which would later spin off as independent company Ameriprise Financial. In 2008, Roshan joined Arete Wealth Management, LLC as a Retirement Specialist and Partner.
Roshan Loungani lives in Fairfax, Virginia with his wife and their two children. In his spare time he enjoys spending time family, listening to music (he even has some light experience in music production himself), playing golf and basketball. He particularly enjoys playing sports for charitable events, and one of his favorite memories is when his basketball team won a charity tournament in the spring of 2015. He is also a sports fan. His favorite teams include the Washington Redskins, Washington Wizards and, of course, the Maryland Terrapins.
One other important thing defines Roshan’s life outside of his job as a financial advisor; community involvement.
Roshan Loungani strongly encourages people to find their own happiness, and he has taught “Happiness Hour” at the Lee Senior Center and Walter Reed Senior Center, in Arlington. He also previously served as a board member for the Upakar Indian-American Scholarship Foundation. Roshan enjoys being an active member of his community. He enjoys enabling people to find personal and financial satisfaction in their daily lives.