Mahesh Odhrani, CFP®, ChFC®, AIF®, CPFA®

Mahesh Odhrani, CFP®, ChFC®, AIF®, CPFA®

Las Vegas, Nevada, United States
3K followers 500+ connections

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Strategic Wealth Design
UNLV Lee Business School
Company Website

  • Contact Mahesh for services

    Financial Planning, Retirement Planning, Wealth Management, Financial Advisory, Budgeting, and Personal Tax Planning

About

People know me as the Connector and as the Giver, always trying to create win-win…

Activity

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Experience

  • Strategic Wealth Design Graphic

    Strategic Wealth Design

    Las Vegas, Nevada Area, United States

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    Las Vegas, Nevada, United States

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    Las Vegas, Nevada Area, United States

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      Las Vegas, Nevada Area, United States

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      Las Vegas, Nevada Area, United States

Education

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    Activities and Societies: International Club - President American Marketing Association - President Student Ambassador LEAD Team Outstanding Student Recognition

    Graduated Summa Cum Laude and with Honors; Was honored as an Outstanding Student; Also honored as a Student Leader

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Licenses & Certifications

Publications

  • Using Your Profit Sharing Plan to Meet Life Insurance Needs

    The Silver State CPA

    Some business owners with profit sharing plans or key executives participating in profit sharing plans may find themselves in situations where they need more life insurance to protect their family or for other needs like estate planning and buy-sell funding. Others may be more focused on protecting their families in the event of a premature death, rather than on their own retirement. They, however, do not have sufficient cash flow or other sources of funds to purchase it. As a result, they run…

    Some business owners with profit sharing plans or key executives participating in profit sharing plans may find themselves in situations where they need more life insurance to protect their family or for other needs like estate planning and buy-sell funding. Others may be more focused on protecting their families in the event of a premature death, rather than on their own retirement. They, however, do not have sufficient cash flow or other sources of funds to purchase it. As a result, they run the risk of placing their families in financial distress in the event of their death. One Solution may be to use their Profit Sharing Plan to purchase the life insurance.

  • Protecting your most Valuable Asset

    The Silver State CPA

    A friend once shared that an accountant’s practice is like an annuity, a gift that keeps giving, as their clients (hopefully!) return year after year while Uncle Sam arrives on April 15th for his piece of the pie. However, most accountants haven’t given any thought as to what would happen to those clients should the accountant be too sick or hurt to come to work. Would it be possible that those clients would ultimately find a new accountant?

Honors & Awards

  • Accredited Investment Fiduciary®

    Fi360

    Advisors who have earned the Accredited Investment Fiduciary designation are able to immediately show that they are interested in and working towards the best interests of their clients. They have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation.

  • Chartered Financial Consultant®

    The American College

    Conferred by The American College, ChFC® designation comprises of nine college-level courses that address all aspects of financial planning, with a focus on the practical applications of those principles based on real-life case studies.

  • CERTIFIED FINANCIAL PLANNER TM

    CFP Board

    The CFP Board represents professionals that have completed extensive training, have met certain experience requirements and are held to rigorous ethical standards.

  • Qualifying Member, 2012 and 2013*

    Million Dollar Round Table (MDRT)

    The Million Dollar Round Table® (MDRT), The Premier Association of Financial Professionals, is an international, independent association of more than 31,000 members, or less than 1 percent, of the world's most successful life insurance and financial services professionals from more than 80 nations and territories. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of…

    The Million Dollar Round Table® (MDRT), The Premier Association of Financial Professionals, is an international, independent association of more than 31,000 members, or less than 1 percent, of the world's most successful life insurance and financial services professionals from more than 80 nations and territories. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of sales excellence in the life insurance and financial services business.

    * This award is not issued or endorsed by Guardian or its subsidiaries.

  • Life Underwriters Training Council Fellow (LUTCF)

    The American College and NAIFA

    The American College and the National Association of Insurance and Financial Advisors (NAIFA) jointly confer the LUTC Fellow (LUTCF) designation, which has been earned by more than 68,000 professionals.

Languages

  • Hindi

    Native or bilingual proficiency

  • Sindhi

    Native or bilingual proficiency

  • English

    Full professional proficiency

Organizations

  • Business Resource Group

    Board Member

    - Present

  • National Association of Insurance and Financial Advisors, Southern Nevada Chapter (SNAIFA)

    Past-President, National Committeeman, General Member

    - Present

    Founded in 1890, NAIFA’s mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members, Financial Advisors.

  • UNLV's Lee Business School - Executive Advisory Board

    Board Member

    - Present

    Guardian and its subsidiaries do not endorse or have any direct or indirect responsibility with respect to this activity.

  • Conscious Capitalism - Las Vegas Chapter

    Treasurer

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