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
- Business Transitions
- Cash Flow
- Corporate Retirement Plans
- Estate Planning
- Exit Planning
- Financial Planning
- Giving
- High Net Worth
- High Net Worth Retirement Planning
- Inherited Wealth
- Investment Management
- Retirement Income Planning
- Retirement Planning
- Risk Management
- Roth Conversion Strategies
- Student Loan Advising
- Student Loan Repayment Plan Advising
- Tax-Aware Retirement Income Coordination
- Tax-Efficient Planning
- Tax-Smart Accumulation Planning
- Tax-Smart Distribution Planning
- Wealth Management
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, our three children (Nirvan, Rehan, and Yasmin), and our mini golden doodle (Butters) doing something fun like watching superhero films, hiking, swimming, exercising, and traveling. When I 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 simplify complexity, help you make better financial decisions, and move you 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)
Affiliations
-
CFP Board
- Measure Twice Planners
- National Association of Insurance and Financial Advisors
- Measure Twice Planners
Primary Location
8675 S Eastern Ave., Suite 203, Las Vegas, NV 89123
Additional Locations
📍 2520 S Grand Avenue, Suite 203, Glenwood Springs, CO 81601
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Flat Fee
- One-time Financial Plan
- Percentage of Assets Managed
- Subscription
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
Volunteer Experience
UNLV Lee Business School Corporate Advisory Board, Current Board Member Vegas PBS, Board Member Vegas PBS Planned Giving Council, Council Member Southern Nevada Association of Insurance and Financial Advisors (SNAIFA), Past President Conscious Capitalism Las Vegas Chapter, Past Treasurer and Past Board Member UNLV Lee Business School Executive Advisory Board, Past Board Member UNLV Lee Business School Alumni Association, Past President Clark High School’s Academy of Finance, Past Mentor UNLV Alumni Association, Past Board Member
Hobbies and Interests
- Computer
- Dogs
- Eating Out
- Entertaining
- Exercising
- Family
- Foodie
- Grilling
- Hiking
- Movies
- Reading
- Swimming
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Attorneys
- Business Owners
- Corporate Executives
- Dentists
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Healthcare Professionals
- High Net Worth
- Intergenerational Families
- Living in Retirement
- Mid-Career Professionals
- Physicians
- Pre-Retirees
- Technology Professionals
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