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Roshan Nair

  • Financial Planner
  • Investment Advisor Representative

As a Financial Planner, Roshan services the financial needs of individuals and businesses while looking to build long-term relationships. He collaborates with his clients to determine their financial goals and navigates through each of the 6 areas of financial planning to help get them there. Starting with their current financial position, they dive into protection planning, investment planning, tax planning, retirement planning, and estate planning. When the analysis is complete, Roshan can identify solutions for specific needs or build and implement a financial plan that can help put them in the best position to succeed.

I am committed to building long-term relationships with my clients. Helping them reach their financial goals is my number one priority.

Qualifications

  • Roshan previously interned for Cetera Investors and Malecki Financial Group before joining Barnum Financial Group
  • Licensed to sell Life, Accident, and Health Insurance
  • Holds the Series 7 and 66 Securities Licenses

Personal

  • Graduate of Rutgers University, receiving his Bachelor of Arts in Economics
  • Currently resides in East Brunswick, NJ
  • In his free time, he enjoys playing basketball, exercising, reading, and listening to music

 

I am licensed and registered to offer products and services in NJ. Licenses will vary.
Domiciled in NJ.

Check the background of this investment professional on FINRA’s BrokerCheck

roshan nair

Roshan Nair

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Our financial professionals are here to support you.

Phone: +1 (888) 712-2310

6 Corporate Drive,
Shelton, CT 06484

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