Ohan Kayikchyan, PhD, CFP®, RLP®, EA
Find Deeper Meaning in Your Life Beyond Money | Fee Only | Fiduciary
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Serving Clients Nationwide
Find Deeper Meaning in Your Life Beyond Money | Fee Only | Fiduciary
Areas of Focus
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Ohan Kayikchyan, PhD, CFP®, RLP®, EA
Hi, I'm Ohan Kayikchyan— Doctor of Economics, CERTIFIED FINANCIAL PLANNER™ professional, Registered Life Planner®, Enrolled Agent, Founder and Chief Harmony Officer of Alohana Financial. But beyond the titles, I’m a husband, father, and lifelong learner.I grew up in a small town in Armenia, where life was simple — but never easy. My parents’ quiet strength and our close-knit community taught me early that true abundance isn’t measured by what you own, but by gratitude, relationships, and resilience.
Years later, after immigrating to the United States on my own, I faced a fresh set of challenges — learning a new language, adapting to a new culture, and trying to find my place in a fast-moving world. Along the way, I realized that money has a language of its own — one spoken through our values, our emotions, and the choices we make every day. That understanding became the spark that eventually led me to the deeper, more soulful work of life planning.
In Hana, Hawaii, I immersed myself in the EVOKE® Life Planning process, learning directly from its founder, George Kinder, his extraordinary team, and a community of like-hearted planners. Surrounded by the island’s quiet beauty and the spirit of Aloha, I found a way to bring harmony to the intersection of money, meaning and life purpose. That’s how Alohana was born — a blend of Aloha (love, peace, harmony) and Ohana (family — no one left behind). Together, they capture the essence of what I value most.
Over the years, my work and perspective have been featured in publications such as Forbes, Yahoo Finance, U.S. News, Investopedia, USA Today, CBS and many more — where I’ve shared insights on mindful money management and purpose-driven financial strategies.
When I’m not writing or working with clients, you’ll likely find me immersed in a good book, exploring the world with my wife and daughter, or finding stillness in nature — a rhythm that reflects my approach to planning: grounded, steady, harmonious, and guided by what truly matters.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Enrolled Agent (EA)
- Registered Life Planner (RLP)
Primary Location
Durham, NC
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to get in touch. Before we begin, we will start with a complimentary 30-minute heart-to-heart conversation to get to know each other and make sure our partnership is the right fit. I look forward to speaking with you.Offers Investment Management
Yes
About Alohana Financial
You are unique. Your story, your experiences, and your dreams don’t fit into anyone else’s box—and neither should your financial plan. I believe deeply that no two people are the same, which is why no two Financial Life Plans should ever look alike. I am here to help you align your money with your life, so you can free your time and energy for what matters most.At Alohana Financial, we bring money, meaning, and harmony together. I serve purpose-driven individuals and families of all backgrounds who want their resources to reflect their values and create lasting impact. My work goes beyond the numbers—helping you design a life that feels aligned, abundant, and truly your own.
My role is to walk beside you with care and clarity. I take the time to understand where you are today, help you gain clarity on where you want to go, and lay out the next meaningful steps to get you there with confidence. Through comprehensive Financial Life Planning and thoughtful investment management, I help you align your money with your dream life—so you can enjoy what matters most.
Alohana Process
At Alohana Financial, we take a human-first approach—honoring your story, your values, and your vision before the numbers ever come into play.
Through the EVOKE® Life Planning process, developed by George Kinder and the Kinder Institute of Life Planning, we’ll walk together through a series of powerful conversations that uncover the why behind your wealth — so your money aligns not just with your goals, but with your purpose.
We’ll meet 4 times over 2–3 months to build your Financial Life Plan through EVOKE®. After that, we’ll meet twice a year to review and update your plan. Between those semi-annual check-ins, you’re always welcome to reach out with anything you’d like to discuss or share. We’re only a phone call or an email away.
This is not traditional financial planning. It’s a partnership that blends expertise with empathy. The result is one clear path toward a life that feels abundant, authentic, and in harmony with what truly matters.
Education
Economic Research Institute, PhD, Business Management, Economics | National Polytechnic University of Armenia, The Research Engineer’s Degree, Economics and Management; Master’s Degree in Engineering, Engineering Management; Bachelor’s Degree in Engineering, Economics and Management of Enterprises
Hobbies and Interests
- Family
- Reading
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Gen Y / Millennials
- Individuals
- Intergenerational Families
- Living in Retirement
- Parents
- Young Families
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