Rohan joined the Bell team as its very first paraplanner in December of 2010. He works with the Financial Planning department helping investment advisors and financial planners develop a variety of financial plans for clients. These include retirement, education, insurance, and estate plans. With the help of financial planning software, he evaluates simulations and scenarios that provide a stress-tested, transparent path towards clients’ financial goals. He also assists in trading and other client services as needed.

Rohan spent his childhood in Mumbai, India and moved to the Bay Area at the age of 12. He spent his teen years in Fremont and attended college at the University of California in Santa Barbara, where he earned a pre-med degree in biopsychology. After the premature loss of his father, Rohan, as the oldest son, assumed a paternal role in the family and began learning first hand about finance and the importance of financial planning. This deep personal experience turned his head from health care to the idea of “financial health.” He believes this to be a meaningful and rewarding profession.

Rohan went on to complete the U.C. Santa Cruz Personal Financial Planning Program and the Advanced Accounting Proficiency certification from Santa Clara University and then earned his Life & Health Insurance license.

Away from work, Rohan likes spending time with his family and friends. He is an avid sports fan, particularly of cricket (The Indian Cricket Team) and basketball (The L.A. Lakers). He enjoys a wide variety of cuisines and has been called a “foodie” by many of his co-workers and friends.