Roshan Ajanee

Biography

Roshan Ajanee, CPA, CFP®, is the President of Ajanee
Wealth Management in Dallas, Texas and is recognized
as an outstanding leader in today’s financial industry.
He has been helping successful entrepreneurs develop
winning investment strategies since 1993. Having
been raised in an entrepreneurial family, he has a unique perspective on
the challenges and opportunities available to today’s enterprising business
person. He specializes in a unique strategy of turning tax liabilities into
wealth accumulation for his clients.
Roshan’s practice is centered on his philosophy that “deferrable tax can be
converted into permanent wealth through proper planning.” His goal is to
help entrepreneurs take their worst possible investments, such as Income
Taxes – which have zero possibility of any return on investment or return of
principle – and turning that losing proposition into wealth. He believes the
key to success is creating one simple process out of the age-old proven
concepts of tax efficiency, diversification, compounding, rebalancing, dollarcost
averaging, and low cost investing.
In addition to being a CPA and CFP®, Roshan has a broad continuum of
financial education and experience, as well as financial licenses and
designations including series 6, 63, and 7. His clientele spans the entire
business spectrum and includes from doctors and small business owners
to CEO’s of successful companies. For eight years he hosted his own radio
show, Dollar Bolta Hai (Dollar Talks), on 1110 AM, 700 AM and 104.9 FM
in the greater Dallas, Texas market, where he discussed various financial
issues and principles of interest to his audience. He is a sought after speaker
and has addressed numerous professional groups including the Texas
Indo-American Physicians’ Society (TIPS), the Association of Physicians of
Pakistani-Decent of North America (APPNA), and the Tax Alliance of North
Texas.
Additional information about Roshan and Ajanee Wealth Management
can be found at: www.ajaneewm.com. He can be contacted by phone at
972.484.0020 or by email at: [email protected].