Roohi Darugar
Financial Advisor at LPL Financial
- Role
- Financial Advisor at LPL Financial
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Roohi Darugar
The heart of my work as a Financial Advisor lies in my desire to personally help…
Experience
Financial Advisor
Dec 2018 — Present · San Diego, CA, US
My goal is to develop a financial plan tailored specifically to your needs as part of Waddell & Reed, a company that has helped people just like you get where they want to go for more than 80 years. I can assist you with: • Investments • Retirement Planning• Qualified Retirement Plans• Portfolio Allocation Strategies • Risk Management Strategies• Tax Strategies• Insurance Portfolio Planning• Education Funding • Insurance Strategies• Estate Planning • Financial Planning
Education
California State University-Northridge
B.S.
1989 — 1991
University of California, Los Angeles
Certificate
1995 — 1997
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