Mahesh Mo Odhrani
FinTechie, Financial Planner, and Business Strategist - My motto is \"Enrich the lives of others\"
- Role
- Founder, President, Certified Financial Planner Tm at Strategic Wealth Design
- Location
- Las Vegas, NV, US
- LinkedIn followers
- 500 followers
About Mahesh Mo Odhrani
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 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 m•••••••@strategicwd.com or 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, 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:
Experience
Founder, President, Certified Financial Planner Tm
Mar 2016 — Present · Las Vegas, NV, 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.
Education
Indian High School, Dubai
Business
1996 — 1998
UNLV Lee Business School
Bachelor of Science (B.S.), Managerial Finance and Management Information Systems
1999 — 2002
American University in Dubai
Finance
1998 — 1999
Skills
- Annuities
- Planning for Young Professionals
- Financial Services
- Chartered Financial Consultant®
- Disability Insurance
- Whole Life Insurance
- Planning for Dentists
- Wealth Distribution
- Executive Benefits
- Financial Advisor Training
- Cpe Provider
- Debt Management
- 401(K) Plans
- Long Term Care Insurance
- Charitable Giving
- Defined Contribution Plans
- Term Life Insurance
- Business Continuation Planning
- Cash Balance Plans
- Planning for Physicians
- Qualified Retirement Plans
- Planning for Attorneys
- Retirement Planning
- Certified Financial Planner Tm
- Retirement Plan Consulting
- Succession Planning
- Qualified Sick Pay Plans
- Defined Benefit Plans
- Buy-Sell Planning
- College Planning
- Planning for Business Owners
- Wealth Transfer
- Wealth Accumulation
- Iras
- Separately Managed Accounts
- Life Insurance
- Profit Sharing Plans
- Estate Planning
- Key Employee Benefits
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