Financial advising encompasses many aspects of life, whether it is choosing an investment, suitable insurance coverage, or successfully planning the well being of your family. I am dedicated to working with you to determine and meet your financial needs as your advisor.

I focus on working with: 

Women 

Couples 

Seniors

    Small Business Owners

    Workshops & Seminars  

I am passionate about helping you gain a better understanding of the financial concepts that encompass: insurance, investing, retirement, estate planning, tax strategies, education funding, and wealth preservation. 

Most important, I hope you see the value of working with professionals, such as myself, to pursue your financial goals. I am here to enhance your knowledge and help educate you about the concepts of financial management through access to market performance data. Here is a link that contains a list detailing many of the life events I can assist my clients with. http://www.waddell.com/personal_investors/life_events.aspx I look forward to being your financial resource.


Your financial future depends in large part on the decisions you make today. Take steps toward pursuing the future you want.



About Roohi

Roohi K. Darugar  has been a Financial Advisor and a Chartered Retirement Planning Counselor (CRPC) for more than 10 years with the financial services firm, Waddell & Reed.  Prior to joining Waddell & Reed, she worked as a banker.

Roohi's passion is helping individuals, families and businesses work to pursue their financial goals by providing them with information on investments, various types of insurances, retirement plans, estate planning, intergenerational wealth transfer strategies, educational funding, etc.

Through a personalized financial process, Roohi uncovers and prioritizes her clients' goals while providing them with strategies to help them work to reach them. Adding value to each client, with a particular focus on investment strategies and solutions, is her main objective. At the core of her financial experience is creating a plan of action for clients that is designed to bring them financial confidence.

Roohi's goals are to to educate clients, clarify and prioritize their financial goals, implement a course of action, and provide them with consistent and timely ongoing service.

Roohi loves spending time with her husband and three boys, watching independent films, going to the theater, camping at amazing State and National Parks, and participating in breast cancer awareness activities.

Her strong commitment to give back to her community is also demonstrated through her involvement in many local non-profit organizations.

She is a member of Business Network International and Rancho Santa Fe Business and Professional Women's Association, NISWA, DIL, and SDNari.


Roohi's Passion:  is helping individuals, families and businesses work to pursue their financial goals.

Roohi's Goals: are to to educate clients, clarify and prioritize their financial goals, implement a course of action, and provide them with consistent and timely ongoing service.


*Waddell & Reed does not provide tax advice.

Waddell & Reed is not affiliated with any organizaitons named herein.


Profile of Products and Services

Regardless of your stage in life, your income or your goals, I can help develop a plan designed to help you succeed financially through a variety of life events. Short-term goals, long-term aspirations, daily expenses and insurance all come into play.  Whether you have one simple need or would like an overall evaluation, I am here to pave out a path best suited for your lifestyle. Call me today to discuss the products and services that may be suitable for you, and we can start down the path to your financial future.

~Attached is a link to the Profile of Products and services page~

http://www.waddell.com/personal_investors/products.aspx