WebNov 1, 2024 · Scottsdale Wealth Planning Jan 2014 - Present9 years 4 months 7033 E. Main Suite 104, Scottsdale, AZ, 85251 Managing Director … WebCompany Description:Scottsdale Wealth Planning, Inc. is located in Scottsdale, AZ, United States and is part of the Other Financial Investment Activities Industry. Scottsdale Wealth Planning, Inc. has 2 total employees across all of its locations and generates $235,802 in sales (USD). (Sales figure is modelled). Key Principal:Paul Ohanian
Scottsdale Wealth Planning, Inc. Company Profile
WebMar 30, 2024 · Our current Disclosure Brochure is set forth on Form ADV Part 2 and is available for your review upon request. Schedule Online Launch our scheduling calendar and book time with Scottsdale Wealth Planning. Book Now See the process we'll go through to develop a comprehensive plan tailored to your needs. WebOct 8, 2024 · The CFTC today also issued an order simultaneously filing and settling charges against Paul Ohanian, an SEC-registered investment advisor based in Scottsdale, Arizona, and his advisory firm Scottsdale Wealth Planning, Inc., for intentionally or recklessly omitting material facts from communications with their clients who were pool … kash khan orthopaedic surgeon
Scottsdale Mercer Advisors
WebNov 21, 2015 · Paul Ohanian, is founder and CEO of Scottsdale Wealth Planning, Inc., an Old Town-based registered investment advisor, and Certified Financial Planner® with more than 25 years of experience providing financial services to the Valley. Visit him at www.scottsdalewealthplanning.co m. < Previous Post Next Post > WebNov 1, 2024 · Paul Ohanian is founder and CEO of Scottsdale Wealth Planning, Inc. an Old Town-based registered investment advisor and Certified Financial Planner® with more than 25 years of experience in providing financial services to the Valley. Visit him at scottsdalewealthplanning.com. (Note: Information is at a period in time and subject to … WebJun 7, 2024 · The event benefitted St. Vincent De Paul with a donation made by Scottsdale Wealth Planning founder Paul Ohanian, CFP®. For information, please visit www.scottsdalewealthplanning.com , or call Paul at 480-550-8555. kashkick.com website