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Scottsdale Wealth Planning

June 7, 2021 By Paul Ohanian

Red, White & BREW! 2021

At-Ease Fine Men’s Clothes at the Shops at Gainey was the setting for a summer kick-off VIP men’s event and charity donation to St. Vincent De Paul, hosted by Scottsdale Wealth Planning.  Paul Ohanian, CFP®, founder of Scottsdale Wealth Planning, has over 30 years in financial wealth management.  Paul introduced a new member of his Investment Committee, Thomas Doellman, PhD, associate professor of finance at St. Louis University. Doellman will support SWP’s client information and research focused on retirement investing, his specialty.  Scottsdale Wealth Planning specializes in retirement and wealth management.  Whether individual, family or business strategies, SWP integrates assets, taxes, 401K, insurances and long term estate planning.

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.  


  • Don Beale, Paul Ohanian and Thomas Doellman

Filed Under: In the News, Market Tagged With: Arizona, Community Involvement, In the News, Thomas Doellman

Note: Paul Ohanian, CFP®, Scottsdale Wealth Planning, Inc., ("Advisor") is a registered investment advisor. Information contained in this website is for informational purposes only and should not be considered investment advice. Advice may only be provided after entering into an advisory agreement with Advisor. Information is at a period in time and subject to change. Our current Disclosure Brochure is set forth on Form ADV Part 2 and is available for your review upon request.

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Scottsdale, AZ 85251
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