Mahesh Odhrani, Cfp®, Chfc®, Aif®, Cpfa®

Mahesh Odhrani, Cfp®, Chfc®, Aif®, Cpfa® Email and Phone Number

FinTechie, Financial Planner, and Business Strategist - My motto is "Enrich the lives of others" @ Strategic Wealth Design
Mahesh Odhrani, Cfp®, Chfc®, Aif®, Cpfa®'s Location
Las Vegas, Nevada, United States, United States
Mahesh Odhrani, Cfp®, Chfc®, Aif®, Cpfa®'s Contact Details

Mahesh Odhrani, Cfp®, Chfc®, Aif®, Cpfa® personal email

Mahesh Odhrani, Cfp®, Chfc®, Aif®, Cpfa® phone numbers

About Mahesh Odhrani, Cfp®, Chfc®, Aif®, Cpfa®

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

Mahesh Odhrani, Cfp®, Chfc®, Aif®, Cpfa®'s Current Company Details
Strategic Wealth Design

Strategic Wealth Design

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FinTechie, Financial Planner, and Business Strategist - My motto is "Enrich the lives of others"
Mahesh Odhrani, Cfp®, Chfc®, Aif®, Cpfa® Work Experience Details
  • Strategic Wealth Design
    Founder, President, Certified Financial Planner Tm
    Strategic Wealth Design Mar 2016 - Present
    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.
  • Finstak Solutions, Llc Dba Finstak
    Founder And President
    Finstak Solutions, Llc Dba Finstak Dec 2021 - Present
  • Park Avenue Securities
    Registered Representative And Financial Advisor
    Park Avenue Securities Nov 2003 - Feb 2020
    New York, New York, Us
  • Wealth Strategies Group
    Financial Representative, Certified Financial Planner Tm
    Wealth Strategies Group Apr 2003 - Dec 2019
    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.
  • Wealth Strategies Group
    Brokerage Manager
    Wealth Strategies Group Jan 2005 - Apr 2015
    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.

Mahesh Odhrani, Cfp®, Chfc®, Aif®, Cpfa® Skills

Annuities Financial Services Long Term Care Insurance Disability Insurance Life Insurance Executive Benefits Retirement Planning Retirement Plan Consulting Qualified Retirement Plans Iras Financial Advisor Training Cpe Provider Debt Management Defined Benefit Plans Defined Contribution Plans Buy Sell Planning Key Employee Benefits Succession Planning College Planning Charitable Giving Estate Planning Wealth Accumulation Wealth Distribution Wealth Transfer Business Continuation Planning Separately Managed Accounts 401 Plans Profit Sharing Plans Cash Balance Plans Qualified Sick Pay Plans Term Life Insurance Whole Life Insurance Planning For Attorneys Planning For Business Owners Planning For Young Professionals Planning For Physicians Planning For Dentists Chartered Financial Consultant Certified Financial Planner Tm

Mahesh Odhrani, Cfp®, Chfc®, Aif®, Cpfa® Education Details

  • Unlv Lee Business School
    Unlv Lee Business School
    Managerial Finance And Management Information Systems
  • American University In Dubai
    American University In Dubai
    Finance
  • Indian High School, Dubai
    Indian High School, Dubai
    Business

Frequently Asked Questions about Mahesh Odhrani, Cfp®, Chfc®, Aif®, Cpfa®

What company does Mahesh Odhrani, Cfp®, Chfc®, Aif®, Cpfa® work for?

Mahesh Odhrani, Cfp®, Chfc®, Aif®, Cpfa® works for Strategic Wealth Design

What is Mahesh Odhrani, Cfp®, Chfc®, Aif®, Cpfa®'s role at the current company?

Mahesh Odhrani, Cfp®, Chfc®, Aif®, Cpfa®'s current role is FinTechie, Financial Planner, and Business Strategist - My motto is "Enrich the lives of others".

What is Mahesh Odhrani, Cfp®, Chfc®, Aif®, Cpfa®'s email address?

Mahesh Odhrani, Cfp®, Chfc®, Aif®, Cpfa®'s email address is ma****@****llc.com

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Mahesh Odhrani, Cfp®, Chfc®, Aif®, Cpfa®'s direct phone number is (702)-595*****

What schools did Mahesh Odhrani, Cfp®, Chfc®, Aif®, Cpfa® attend?

Mahesh Odhrani, Cfp®, Chfc®, Aif®, Cpfa® attended Unlv Lee Business School, American University In Dubai, Indian High School, Dubai.

What are some of Mahesh Odhrani, Cfp®, Chfc®, Aif®, Cpfa®'s interests?

Mahesh Odhrani, Cfp®, Chfc®, Aif®, Cpfa® has interest in Reading On Business Leadership, Spicy Food, New Technology, Wines From South America, Carmenere, Financial Ideas And Offers, Racquetball, Dining At New Restaurants, Business Building Ideas/planning, Running.

What skills is Mahesh Odhrani, Cfp®, Chfc®, Aif®, Cpfa® known for?

Mahesh Odhrani, Cfp®, Chfc®, Aif®, Cpfa® has skills like Annuities, Financial Services, Long Term Care Insurance, Disability Insurance, Life Insurance, Executive Benefits, Retirement Planning, Retirement Plan Consulting, Qualified Retirement Plans, Iras, Financial Advisor Training, Cpe Provider.

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