Rozan Khalil

Client Relationship Manager

Torrance, California

Rozan Khalil works closely with clients to help them make informed financial decisions and pursue their long-term goals. With more than 20 years of financial industry and leadership experience, she brings a relationship-focused approach to understanding each client’s circumstances, priorities, and vision for the future.
Throughout her career, Rozan has led high-performing teams, managed complex client relationships, and supported individuals and businesses across banking, lending, and financial planning needs. Her experience has shaped a disciplined, client-centered approach grounded in thoughtful guidance and service.
Rozan believes financial goals transcend numbers and projections; they reflect an individual’s hopes, values, and vision for the future. Inspired by her family heritage and her parents’ perseverance in overcoming adversity, she views financial planning as a pathway to greater peace, freedom, and security. She focuses on understanding what matters most to each client and helping translate those priorities into a financial plan designed around their goals.
Outside of work, Rozan enjoys yoga, hiking, cooking, reading, and time at the beach. Her creative interests include chocolate making and figure drawing, and she values spending time with family and friends.