SCOTTSDALE WEALTH PLANNING - Key Persons

Dan Bergano

Job Titles:
  • External Digital Marketing Consultant
  • Founder of Norba Design
Dan Bergano is the Founder of Norba Design, a Scottsdale, Arizona based digital

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.

Rachael Hodyno

Job Titles:
  • Chief
  • Investment Advisor
  • Representative
Rachael Hodyno is the chief client liaison who specializes in client portfolio preparation and seamless plan execution. Clients rely on Rachael's detail-centric, efficient, and compliant oversight. She is a problem solver at heart and resourceful by nature. Rachael is the primary contact for organizing client wealth management accounts at Scottsdale Wealth Planning. Rachael holds Series 65 (Investment Adviser Representative) and 3. She earned a Combined Honours B.A. from McMaster University, and identifies competence and integrity as her top values. You can visit her SEC Investment Adviser profile HERE and LinkedIn profile HERE.

Sabuhi Sardarli

Job Titles:
  • Consultant
  • Member of the Investment Committee
Sabuhi Sardarli has been appointed as one of the esteemed members of Scottsdale Wealth Planning's (SWP) Investment Committee. As an Associate Professor of Finance and the Director of the Center for Financial Analysis at Kansas State University, his formidable perspectives and notable research on retirement investing and corporate financial models brings invaluable insight to SWP. Sardarli holds a Ph.D. degree in Finance from the University of Florida and his academic research focuses on mutual funds, retirement plans, investments, and corporate finance. His exceptional work has been featured in the Wall Street Journal, CNBC, Pensions & Investments, Ignites (Financial Times), USA Today, Agence France-Presse (AFP), MarketWatch.com, Columbia University Law School Blog and more. Prior to joining Kansas State University, Sabuhi worked in the corporate finance sector. He and his wife reside in Manhattan, KS and are raising two young children. Sabuhi enjoys playing tennis, biking, being outdoors, and following college football.

Thomas Doellman

Job Titles:
  • Consultant
  • Member of the Investment Committee
  • Associate Professor of Finance at Saint Louis University
SWP is proud to introduce Thomas Doellman, PhD, and his academic associates as valued members of our Investment Committee. Thomas's extensive research and notable written work on retirement investing has earned paper of the year awards at top scholarly journals and has been featured in such popular publications as The Wall Street Journal, USA Today, Financial Times, MarketWatch, Pensions & Investments, and been featured on CNBC's Squawk Box. Thomas is an Associate Professor of Finance at Saint Louis University - Richard A. Chaifetz School of Business and holds a PhD in Finance from the University of Florida. A theme of Thomas' academic research on retirement investing is the extraordinarily negative impact unnecessarily high fees and investors' behavioral biases have on the performance of retirement portfolios. You can read an abstract of his research paper, "Alphabeticity Bias in 401(K) Investing" HERE and visit his LinkedIn Profile HERE. Thomas and his associates do not provide advisory services.