The Ghaznavi Group

Financial Management

The goal and focus of the Ghaznavi Group has been to provide investment and planning based strategies for the unique needs of clients. Forward thinking, client focus and careful planning have been the cornerstones of their process. The group’s mission has been to help clients realize their financial goals and enjoy the lifestyle they have worked hard to achieve. With a consistent level of integrity and confidentiality, The Ghaznavi Group provides the highest degree of personalized service and dedication. They feel privileged in helping clients in all areas of their financial lives and have the ability to deliver the vast resources of UBS.

About Roshan Ghaznavi

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.