Paul Ohanian, CFP®
Founder & CEO
Paul Ohanian 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.
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. As a fiduciary and a Certified Financial Planner®, 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 complicated, new 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.
Client Services Coordinator
Rachael Hodyno gets things done. A problem solver at heart and resourceful by nature, she is responsible for leading plan execution. Rachael is the primary contact for helping clients get onboarded and organized at Scottsdale Wealth Planning.
Rachael holds Series 65 (Investment Adviser Representative) and 3 (Commodities Futures). She earned a Combined Honours B.A. from McMaster University, and identifies Competence and Integrity as her top Values.