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Roshan is leveraging his extensive experience and vast relationships to help RINA Accountancy realize it’s long-held vision of bringing a more holistic approach by incorporating wealth management services as an option for our clients. For over 20 years Roshan has worked for investment firms that manufacture mutual funds, retirement products, and alternative investments – a job that required him to call on thousands of financial advisors around the country. Those visits showed Roshan how widely the quality of the client’s experience varied depending on the advisor’s approach. While many advisors were committed to doing what’s right for their clients, others remained stuck in the traditional Wall Street culture that prioritized company profits over people. Increasingly bothered by this discrepancy and looking for a way to make a positive impact on client’s lives


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