Founder
Paul Ohanian, CFP®
Founder & CEO
Investment Adviser Representative
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.
Your personal Chief Financial Officer for the business of You. An experienced partner guiding clients’ unique financial lives and supporting them through communication, information and technology. Your expert who you can talk with, share goals and dreams that impact your financial future.
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.
For more on Paul Ohanian, CFP®, and his professional experience, visit his SEC Investment Adviser profile HERE and his LinkedIn profile HERE.
Digital Marketing Services
Dan B
External Digital Marketing Consultant
Dan is the Founder of Norba Design, a Scottsdale, Arizona based digital
marketing firm that specializes in website design and development to convert website traffic to clients. Additionally, the firm’s strategic search engine optimization (SEO) program supports client engagement through database analytics and rankings, designed to outrank the competition through Google search results.
Beginning his finance career on Wall Street at Deutsche Bank, Dan was in broker-dealer operations. And, at Morgan Stanley, his post within front-office compliance was in private banking, where he had previously earned his FINRA Series 99, 7, 63, and 24 securities licenses. Given Bergano’s financial career in broker-dealer operations as well as compliance, his company is uniquely qualified to deliver expertise to client needs from his professional navigation and earned insight within the industry.
Dan is originally from New Jersey and received his Bachelor’s in Finance at Marist College, graduating magna cum laude. With his background in financial services, Dan’s firm, Norba Design, has created an industry niche which specializes in assisting financial services firms to improve their digital marketing assets while ensuring they remain compliant with the constantly updating regulations.
Dan enjoys golfing, hiking, traveling abroad, and helping to inspire new entrepreneurs to reach their goals in life.