Experience & Expertise

Rohan Sagar is an Financial Planner at Greenspring Advisors. He assists Advisors by conducting research and developing personalized analytical insights that inform client financial planning strategies. His responsibilities include collecting and analyzing client financial data to prepare detailed reports in support of key investment, tax, retirement, and estate planning decisions.

Rohan earned his bachelor’s degree in finance from the Kelley School of Business at Indiana University, with a major in finance and a focus on business analytics. Rohan previously completed an internship program, conducting in-depth research in support of an investment committee.

A native of Rochester, NY, Rohan previously resided in Raleigh, NC, before moving to New York City. Outside of work, he enjoys traveling, reading, and playing volleyball.

Favorite Thing About Working With Clients

“Building lasting relationships and helping clients align their finances with their personal goals and wishes.”

My Philosophy On Client Service

“There’s no one-size-fits-all approach. Every client brings unique goals, concerns, and perspectives. The key is to listen closely, adapt thoughtfully, and tailor the service to the individual and not the other way around.”