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@swdllc.com
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2 phones found area 702 and 303
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LinkedIn matched
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Mahesh Odhrani, Cfp®, Chfc®, Aif®, Cpfa® is listed as FinTechie, Financial Planner, and Business Strategist - My motto is "Enrich the lives of others" at Strategic Wealth Design, based in Las Vegas, Nevada, United States. AeroLeads shows a work email signal at swdllc.com, phone signal with area code 702, 303, and a matched LinkedIn profile for Mahesh Odhrani, Cfp®, Chfc®, Aif®, Cpfa®.
Mahesh Odhrani, Cfp®, Chfc®, Aif®, Cpfa® previously worked as Founder, President, Certified Financial Planner TM at Strategic Wealth Design and Founder and President at Finstak Solutions, Llc Dba Finstak. Mahesh Odhrani, Cfp®, Chfc®, Aif®, Cpfa® holds Bachelor Of Science (B.S.), Managerial Finance And Management Information Systems from Unlv Lee Business School.
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AeroLeads found 1 current-domain work email signal for Mahesh Odhrani, Cfp®, Chfc®, Aif®, Cpfa®. Compare company email patterns before reaching out.
People know me as the Connector and as the Giver, always trying to create win-win relationships while making sure that I am adding value for every person I touch. My passion is helping people and I absolutely love working with individuals, families and small businesses helping them achieve their financial goals. I have been offering wealth management, financial planning, insurance and investment services to the people of Las Vegas since 2003 and have built a reputation in the community as a caring advisor that is focused on the client. Providing a high level of care and attention to every single person I work with is what makes me wake up with a smile on my face everyday.I was raised in Dubai and have made Las Vegas my home since 1999. I am married to my caring, loving and giving wife, Mamta, and we’re proud parents to two very active and naughty boys, Nirvan and Rehan and an angel daughter, Yasmin. While I do love spending time with the family, I truly enjoy taking the time to meditate. I also love working out, and watching superhero films that care about the world as much as I do.If you'd like to grab a cup of coffee to learn more about me or the work I do or just to connect and build a friendship, please reach out to me at modhrani@strategicwd.com or 702-907-7444 x1.Interests: Business building ideas/planning, new technology, financial ideas and offers, dining at new restaurants, reading on business leadership, running, travel, movies, spicy food, Malbec, Carmenere, Wines from South America, Racquetball.___________________________________________________________________________________________________________Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.Important disclosures can be found here: https://www.strategicwd.com/disclosures
Listed skills include Annuities, Financial Services, Long Term Care Insurance, Disability Insurance, and 35 others.
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Las Vegas, Nevada, US
Strategic Wealth Design is a financial services firm located in Las Vegas, Nevada and with clients in several cities around the United States. Our in-depth knowledge and understanding of tax strategies, pension and retirement plans, financial services, and insurance, offers our clients a financial foundation that is comprehensive, coordinated and effective.
Greenwood Village, Colorado, US
As a Financial Planner, I helped families and business owners with a comprehensive planning approach to look at their wealth, grow it, protect it, and ultimately transfer it to their heirs or charity.
Greenwood Village, Colorado, US
As the Brokerage Manager, I worked with in-house advisors and outside brokers to help provide customized strategies for their clients. I helped, trained, coached, and supported advisors in serving their clients.
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Mahesh Odhrani, Cfp®, Chfc®, Aif®, Cpfa® works for Strategic Wealth Design.
Mahesh Odhrani, Cfp®, Chfc®, Aif®, Cpfa® is listed as FinTechie, Financial Planner, and Business Strategist - My motto is "Enrich the lives of others" at Strategic Wealth Design.
AeroLeads has found 1 work email signal at @swdllc.com for Mahesh Odhrani, Cfp®, Chfc®, Aif®, Cpfa® at Strategic Wealth Design.
AeroLeads has found 2 phone signal(s) with area code 702, 303 for Mahesh Odhrani, Cfp®, Chfc®, Aif®, Cpfa® at Strategic Wealth Design.
Mahesh Odhrani, Cfp®, Chfc®, Aif®, Cpfa® is based in Las Vegas, Nevada, United States while working with Strategic Wealth Design.
Mahesh Odhrani, Cfp®, Chfc®, Aif®, Cpfa® has worked for Strategic Wealth Design, Finstak Solutions, Llc Dba Finstak, Park Avenue Securities, and Wealth Strategies Group.
You can use AeroLeads to view verified contact signals for Mahesh Odhrani, Cfp®, Chfc®, Aif®, Cpfa® at Strategic Wealth Design, including work email, phone, and LinkedIn data when available.
Mahesh Odhrani, Cfp®, Chfc®, Aif®, Cpfa® holds Bachelor Of Science (B.S.), Managerial Finance And Management Information Systems from Unlv Lee Business School.
Mahesh Odhrani, Cfp®, Chfc®, Aif®, Cpfa® is listed with skills including Annuities, Financial Services, Long Term Care Insurance, Disability Insurance, Life Insurance, Executive Benefits, Retirement Planning, and Retirement Plan Consulting.
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