Mahesh Odhrani, CFP®, ChFC®, AIF®, CPFA®
Financial Planning for Retirees, Business Owners, Dentists and Physicians.
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Serving Clients Nationwide
Financial Planning for Retirees, Business Owners, Dentists and Physicians.
Areas of Focus
- Business Owners
- Employee Benefits
- Estate Planning
- Financial Planning
- Investment Management
- Retirement Income Planning
- Retirement Planning
- Student Loan Advising
- Tax-Efficient Planning
About Mahesh Odhrani, CFP®, ChFC®, AIF®, CPFA®
Hi, I'm Mahesh Odhrani, President and founder of Strategic Wealth Design.For more than 20 years, I've helped business owners, physicians, dentists, retirees, and families make confident financial decisions by bringing all the moving pieces of their financial lives together. Today, our clients span multiple states, and our goal is simple: help clients create financial security today while building the freedom to live life on their own terms tomorrow.
As a business owner myself, I understand the challenges of balancing personal financial goals with the demands of running and growing a company. Business Owners want a trusted advisor who can help them navigate complex financial decisions, identify opportunities to reduce taxes, optimize savings, prepare for retirement, and protect the wealth they've spent years building.
My team and I use a comprehensive planning approach that looks beyond individual accounts or products. We help clients understand how their investments, tax strategies, retirement plans, insurance, estate planning, and business decisions all work together.
Over the years, I've had the privilege of helping clients:
▪️ Build retirement strategies that align with their lifestyle goals
▪️ Design tax-efficient wealth accumulation plans
▪️ Create succession and exit planning strategies for business owners
▪️ Navigate major life transitions with greater financial confidence
▪️ Develop long-term plans focused on both financial security and financial freedom
I hold the CFP®, ChFC®, AIF®, and CPFA® designations and continue to invest heavily in education because clients deserve advice that reflects both experience and technical expertise.
As a husband, father, and business owner, I understand that financial decisions are rarely about money alone. They're about the opportunities, experiences, and security we want for the people we care about most.
In my downtime, I enjoy spending time with my wife, Mamta, and our three children (Nirvan, Rehan, and Yasmin), doing something fun like watching superhero films, hiking, swimming, exercising, and travelling. When I'm able to get some quiet time on my own, I meditate to get grounded for the day ahead.
If you're looking for a financial partner who can help you simplify complexity, make better financial decisions, and move toward greater financial freedom, I'd welcome the opportunity to connect.
Professional Designations
- Accredited Investment Fiduciary (AIF)
- CERTIFIED FINANCIAL PLANNER ®
- Certified Plan Fiduciary Advisor (CPFA)
- Chartered Financial Consultant (ChFC)
- Life Underwriter Training Council Fellow (LUTCF)
Primary Location
8675 S Eastern Ave., Suite 203, Las Vegas, NV 89123
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Commissions
- Fee Based
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Strategic Wealth Design
Strategic Wealth Design is an independent financial services firm headquartered in Las Vegas, Nevada, with a second office in Glenwood Springs, Colorado, and clients across the United States. We were founded for one purpose: to enrich the lives of the people we touch by helping them create financial freedom and security.We provide comprehensive financial planning to pre-retirees and retirees on their path to financial independence. Our approach balances the science and the art of wealth-building – addressing both the numbers and the emotions – so you can enjoy retirement with confidence.
Who We Serve
Our clients primarily include business owners, dentists, physicians, and pre-retirees and retirees on their path to financial independence. Whether you're building a business, advancing in your career, or already enjoying your next chapter, our team is here to guide you with clarity, compassion, and expertise.
Our Services
Our offerings include financial planning, investment management, corporate retirement plans, student loan consulting, and financial wellness programs. For businesses, we provide plan design consulting, fiduciary support, and employee education; for individuals and families, we focus on retirement income planning, estate planning, tax planning and projections, and investment management designed around a financial plan rather than the other way around.
Our Fees
Our compensation is based on fees plus commissions. We charge fees for financial planning and investment management services and receive commissions on fixed insurance products we help clients put in place.
Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Strategic Wealth Design and Cambridge are not affiliated.
Education
UNLV Lee Business School, Bachelor of Science (B.S.), Managerial Finance and Management Information Systems | American University in Dubai, Finance
Hobbies and Interests
- Family
- Movies
- Reading
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Dentists
- Dual Income Family
- Entrepreneurs
- Gen X
- Healthcare Professionals
- Intergenerational Families
- Living in Retirement
- Physicians
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