Mahesh Odhrani

Mahesh Odhrani Work

Founder, President, Certified Financial Planner TM

@ Strategic Wealth Design

F

Founder and President

@ FinStak Solutions, LLC DBA FinStak

P

Registered Representative and Financial Advisor

@ Park Avenue Securities

Mahesh Odhrani Education

1999 - 2002 Bachelor of Science (B.S.) in Managerial Finance and Management Information Systems

UNLV Lee Business School
1998 - 1999 American University in Dubai
1996 - 1998 Indian High School, Dubai

Mahesh Odhrani Skills

401(k) Retirement Savings PlansExit StrategiesCertified Financial PlannerTax Advisory401(k) PlansDisability InsuranceAnnuitiesFinancial ServicesLife InsuranceRetirement PlanningSuccession PlanningCollege PlanningEstate PlanningTerm Life InsuranceWhole Life InsuranceChartered Financial Consultant®Long Term Care InsuranceExecutive BenefitsRetirement Plan ConsultingQualified Retirement PlansIRAsDebt ManagementDefined Benefit PlansDefined Contribution PlansCharitable GivingWealth AccumulationWealth TransferFinancial Advisor TrainingCPE ProviderBuy-Sell PlanningKey Employee BenefitsWealth DistributionBusiness Continuation PlanningProfit Sharing PlansCash Balance PlansQualified Sick Pay PlansPlanning for AttorneysPlanning for Business OwnersPlanning for Young ProfessionalsPlanning for PhysiciansPlanning for DentistsFinancial PlanningPersonal Financial PlanningWealth Management ServicesWealth ManagementInvestmentsConsultingProject ManagementSEP IRAChartered Financial ConsultantMoney ManagementBuy Sell PlanningSeparately Managed AccountsMarketingFinancial PlannerStrategic PlanningTraditonal Ira529 PlansSimple IRARoth IRAVariable AnnuitiesCertified Financial Planner Tm401k PlansFixed AnnuitiesFinancial Advisor401 Plans

Mahesh Odhrani Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

Phone+● ●●● ●●● ●●●●

Unlock Mahesh's contact information

Start with a $2.99 7-day trial — verified email & phone in seconds.

Frequently Asked Questions about Mahesh Odhrani

How can I contact Mahesh Odhrani?

You can reach Mahesh Odhrani via verified work email, personal email, or phone number — all available after sign-in. We provide professional and personal contact channels along with social profiles.

Where does Mahesh Odhrani work?

Mahesh Odhrani currently works at Strategic Wealth Design as Mahesh Odhrani - Founder, President, Certified Financial Planner TM at Strategic Wealth Design.

Is the data on this page verified?

Yes — all profiles on WhiteBridge are sourced from publicly available data and continuously refreshed. Contact information is verified at the time of unlock.

Browse related