Broker Check

Columbia Office

8850 Columbia 100 Parkway

Suite 306
Columbia, MD 21045
Roger S. Desai, AIF®, LUTCF, CFE

Roger S. Desai, AIF®, LUTCF, CFE

Financial Planner

Roger serves as president of RSD Financial, with over 25 years of experience in the financial services industry. In 1988, Roger received his Bachelors of Science degree in business management at Towson University.

Roger's designations include, Accredited Investment Fiduciary (AIF®), Life Underwriter Training Council Fellow (LUTCF), and Certified Financial Educator (CFE).  

In 1993, Roger started as an account representative with Horace Mann Educators Corp. During his 3 years with Horace Mann, he provided clients with life, health, property-casualty insurance, annuities, and retirement planning. From 1996-1999, Roger was a registered representative with Edward Jones & Co., providing investment advisory services to individuals and small business owners. In November 1999, Roger joined former broker dealer Securities America, Inc. (SAI) a broker/dealer, member FINRA/SIPC to start RSD Financial, LLC. 

Roger spends many evenings teaching investment classes at the Community College of Baltimore County (CCBC), Howard County Community College (HCC) Anne Arundel Community College (AACC), and various employers' offices. He enjoys sharing his experience and abilities with others, believing that everyone should know the basics of investing and should have a financial strategy for their future.

As an independent financial planner, Roger is able to focus on his clients by customizing investment portfolios to match their needs. He has a strong recognition of the special challenges that face retirees, who need to carefully strategize their investments in order to enjoy the freedom that retirement brings.

His clients most appreciate the level of communication he maintains with them, and how he takes each individual's tolerance for risk into account.

Roger currently resides in Howard County with his wife and children. In his spare time, he enjoys being involved in the local community, as well as playing tennis and volleyball.