Mahesh Odhrani- Financial Advisor Las Vegas, NV

Home > Financial Advisor Directory > nevada > las vegas

About Mahesh Odhrani

At Strategic Wealth Design, we recognize that most people have two primary financial goals: Financial Security (you'll be okay no matter what happens) and Financial Freedom (enough net worth that you don't have to work if you don't want to). However, work, family and social obligations often make it difficult to find time to plan for the future you want.

That is why we serve busy families, small business owners, and professionals who are looking for financial guidance and coaching, so they can focus on living their lives and running their businesses. Our approach starts with listening and understanding your goals, dreams, and concerns. Then we get to work and help you:

Get financially organized
Protect your income and wealth
Gain tax efficiencies
Reduce financial waste
Save and invest more

Using a Comprehensive Financial Planning process, we help you create a plan that addresses all aspects of your financial life, from protection and cash flow, to retirement savings and taxes.

See Disclosures

General Information

Firm Start Year

2016

No. of Employees

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

Bachelor of Science - Managerial Finance and Management Information Systems

University of Nevada
01/19/1999 -12/14/2002

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

https://www.strategicwd.com/disclosures/

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1889923/paladinregistry-Strategic-Wealth-Design-detailed-disclosure.html

Disclaimer

Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Strategic Wealth Design are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, AR, CA, CO, CT, FL, KY, MO, MT, NV, NM, NY, OR, TN, TX, UT, WA. No offers may be made or accepted from any resident outside the specific states referenced.

Inquire With Mahesh

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Paladin Research Report For:

Mahesh Odhrani

Strategic Wealth Design