SCOTTSDALE WEALTH PLANNING - Key Persons


Paul Ohanian

Job Titles:
  • CERTIFIED FINANCIAL PLANNER
  • Founder SWP
Paul Ohanian CFP® has lead financial strategies for over 30 years. Beginning his career as a CPA, his company excels at Wealth Planning for complex life changes for individuals, couples, businesses and family legacy planning. He personally oversees planning SWP's investment strategies coupled with his unique philosophy and leads the SWP Investment Committee. Paul has advised families, executives, and entrepreneurs by offering his team's extensive experience when writing formal financial plans, designing and managing portfolios, and developing wealth preservation strategies. A CERTIFIED FINANCIAL PLANNER® and a fiduciary, Paul's clients and their goals and interests come first. Paul is a CERTIFIED FINANCIAL PLANNER™, Certified Public Accountant (inactive), holds Series 3, 4, 63, 65 (Investment Adviser Representative) and 66, and is a licensed insurance agent. He earned a B.S. from Southern Illinois University, and identifies Education as a top Value. He possesses a keen interest in behavioral finance and the psychology of investing. Paul's insights have been featured in the Arizona Republic, Smart Money and CNBC. He is a contributor to the Arizona Journal of Business and Real Estate, sharing his views on Real Estate Investment Trusts (REITs) and global markets.