Rohan joined One Capital as an Executive Director in 2022. Prior to One Capital, Rohan was an investment advisor and financial planner at FundX Investment Group in San Francisco where he led the firm’s wealth planning efforts with a focus on retirement planning, education funding, insurance assessment, and other financial aspects of a client's household. Rohan spent eight years at Bell Investment Advisors as an investment advisor and financial planner. Rohan graduated from University of California, Santa Barbara, with a Bachelor of Science in Biopsychology. He completed his financial planning courses at University of California, Santa Cruz, and is a CERTIFIED FINANCIAL PLANNER™ or a CFP®.