Also known as scottsdale wealth planning
Scottsdale Wealth Planning is a financial planning and investment management firm in Scottsdale, Arizona, founded in 2003, with about $153 million in assets under management. It serves clients across the United States, including retirees, divorcees, widows, entrepreneurs and professionals. Its founder, Paul Ohanian, is a former CPA and a fiduciary. The firm advises on finances, taxes, 401(k) plans, insurance and estate planning into retirement, and states that it draws on more than 30 years of specialized experience.
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Scottsdale Wealth Planning is a wealth manager based in Scottsdale, United States, managing approximately $153M in assets.
Scottsdale Wealth Planning is headquartered in Scottsdale, United States.
Scottsdale Wealth Planning manages approximately $153M in assets under management.
Scottsdale Wealth Planning was founded in 2003.
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