ROGER S. DESAI, AIF®, LUTCF

Mr. Desai is Managing Director – Consulting at Lynx. He has been in the financial services industry for more than 25 years helping individuals and small business owners with all aspects of financial planning.

Mr. Desai is focused on helping clients build financial plans to ensure that they are able to achieve their goals and objectives for retirement. He employs tax management as a key component of strategy development and implementation.

Outside of Lynx, Mr. Desai teaches financial literacy courses at various community colleges in the area. He is also a board member of This-Point-Forward, a non-profit organization which helps individuals build intentional engagement opportunities for people in the second half of their lives.

Mr. Desai is an Accredited Investment Fiduciary (AIF) and Life Underwriter Training Council Fellow (LUTCF). He holds a BS degree in Business from Towson University.

Disclosure: Roger Desai is a Registered Representative offering Securities through United Planners Financial Services, Member FINRA<finra.org>/SIPC<sipc.org>. United Planners is not affiliated with Lynx Investment Advisory or its other advisors. Securities business may only be transacted in states where the representative is registered appropriately. You can view Roger’s state licensing and other information on FINRA’s BrokerCheck<https://brokercheck.finra.org/>.