Roya Rohani

Roya Rohani

Financial Advisor

Phone: 949-453-7660
Fax: 949-453-7672
E-mail:
 

I strongly believe when you love what you do, and are passionate about helping people, then success will follow.  That's exactly how I feel about my career as a Financial Advisor with Independent Capital Management.
 

Having years of experience in managing and servicing business accounts and dealing with clients face to face, has made me a firm believer that building relationships and earning my clients trust is the only way I want to conduct business.


Helping people plan for different stages of their financial goals, by truly understanding their unique needs and developing a personalized road map through a consultative approach is what makes my job extremely fulfilling.

I would love to help you navigate the sensitive yet very important world of financial planning that is vital to you and your future. My clients are absolutely my number one priority. There is no reward greater than having happy and satisfied clients and that's how I earn my business.

 

Below is the list of my education and professional licenses that I hold:


Bachelor of Science in Business Management, University of Florida. Graduated with High Honors.

Holder of California Health, Life and Accident  as well as Property and Casualty Licenses 

Certified Covered California Agent

Holder of series 6 and 63 registrations.

CA Insurance License number: 0I01799