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.

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  • Roshan Ghaznavi

    Roshan Ghaznavi, CDFA, CRPC

    Managing Director–Wealth Management

    Financial Advisor

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    • 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

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            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

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                    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

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                          • 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
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                              UBS Year Ahead 2025

                              Roaring 20s: The next stage

                              Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

                              A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

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