Let's move forward. Together.

The Ghaznavi Group

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Adult couple on cell phone

  • Roshan Ghaznavi

    Roshan Ghaznavi, CDFA, CRPC

    Managing Director–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AL
    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • IL
    • IN
    • ME
    • NC
    • NM
    • NV
    • NY
    • OH
    • OR
    • PR
    • TN
    • TX
    • UT
    • WA

    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.

    Roshan feels strongly about giving back and is personally involved with many charitable and local organizations in the community. Previously, Roshan served on the Board of Trustees for West Hills Hospital. His passion for community and family have added new direction to his process. He feels compelled to address the unique financial concerns of clients with disabled loved ones. He can help families integrate special needs concerns into their broader financial strategy and find appropriate strategies in areas such as insurance, asset management, estate planning services and trust administration. Roshan lives in Woodland Hills with his wife, Yasaman, son, Ryan and daughter Sophia.

          15260 Ventura Boulevard
          Suite 1800
          Sherman Oaks, CA 91403
          roshan.ghaznavi@ubs.com
          Roshan Ghaznavi, CDFA, CRPC
          15260 Ventura Boulevard,Sherman Oaks,CA,91403
        • Matthew Seukunian

          Matthew Seukunian

          • image
          • image

            Matthew Seukunian, Financial Advisor, began his financial services career in 2021 with The Ghaznavi Group. Prior to joining The Ghaznavi Group, he spent 7 years working in publishing, running a boutique business executive luxury lifestyle magazine in Santa Monica, CA, and live events, curating B2B events from Seattle to San Diego for the commercial real estate industry. In both of these roles he refined his skills, becoming adept at understanding markets and industries while developing a solutions-oriented client-first approach that he brings to the table today.

                  15260 Ventura Boulevard
                  Suite 1800
                  Sherman Oaks, CA 91403
                  matthew.seukunian@ubs.com
                  Matthew Seukunian
                  15260 Ventura Boulevard,Sherman Oaks,CA,91403
                •  Paulina Shavagyan

                  Paulina Shavagyan

                  Client Associate

                  • image
                  • image

                    Paulina Shavagyan, Client Service Associate, has been with The Ghaznavi Group since early 2022. She has worked in the financial services industry for over ten years and through the experience she has gained, she ensures that she is working with clients to not only meet, but exceed their expectations. Paulina prioritizes her clients first and aims to assist the team in providing exceptional customer service through each interaction. She looks forward to growing and working with The Ghaznavi Group and the clients we service.

                          15260 Ventura Boulevard
                          Suite 1800
                          Sherman Oaks, CA 91403
                          paulina.shavagyan@ubs.com
                          Paulina Shavagyan
                          15260 Ventura Boulevard,Sherman Oaks,CA,91403
                        • Anita Kazanjian

                          Anita Kazanjian

                          Client Associate

                          • image
                          • image
                          • CA

                          Anita Kazanjian, Client Service Associate, joined The Ghaznavi Group in 2022 after spending more than 10 years in the financial services industry serving clients of different demographics and financial needs across the Southern California area. She holds a B.S. in Business Management from University of Phoenix. In her spare time, she loves traveling and hiking.

                                15260 Ventura Boulevard
                                Suite 1800
                                Sherman Oaks, CA 91403
                                anita.kazanjian@ubs.com
                                Anita Kazanjian
                                15260 Ventura Boulevard,Sherman Oaks,CA,91403
                              Three generations in apple orchard

                              Turn possibilities into a plan

                              House View Monthly

                              Mountain climbers on peak at sunrise

                              A leading global wealth manager

                              White House

                              ElectionWatch 2024

                              24 questions for the '24 US election

                              Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

                              The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

                              Download the report

                              A leader in wealth management

                              Backed by the strength of our parent company, UBS AG

                              $5.9+ trn

                              UBS Group invested assets
                              As of 06/30/2024

                              51 countries

                              Our global footprint

                              Global leader

                              UBS is a leading and truly global wealth manager

                              Insights