Experience

Makes all the difference

Roshan Ghaznavi, CDFA, CRPC

Managing Director–Wealth Management

Financial Advisor

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.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IL
  • IN
  • ME
  • NC
  • NM
  • NV
  • NY
  • OH
  • OR
  • PR
  • TN
  • TX
  • UT
  • WA
15260 Ventura Boulevard
Suite 1800
Sherman Oaks, CA 91403

Email Me

roshan.ghaznavi@ubs.com
Roshan Ghaznavi, CDFA, CRPC
15260 Ventura Boulevard,Sherman Oaks,CA,91403

Matthew Seukunian

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

Email Me

matthew.seukunian@ubs.com
Matthew Seukunian
15260 Ventura Boulevard,Sherman Oaks,CA,91403

Paulina Shavagyan

Client Associate

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

Email Me

paulina.shavagyan@ubs.com
Paulina Shavagyan
15260 Ventura Boulevard,Sherman Oaks,CA,91403

Anita Kazanjian

Client Associate

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.

Registered States:
  • CA
15260 Ventura Boulevard
Suite 1800
Sherman Oaks, CA 91403

Email Me

anita.kazanjian@ubs.com
Anita Kazanjian
15260 Ventura Boulevard,Sherman Oaks,CA,91403