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.
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.
Reviews
Be the first to review P C Ohanian.
Write a Review
