Broker Check
Mahesh Odhrani, CFP®, ChFC®, AIF®

Mahesh Odhrani, CFP®, ChFC®, AIF®

President

People know me as the Connector and as the Giver, always trying to create win-win relationships while making sure that I am adding value for every person I touch. 

My passion is helping people and I absolutely love working with individuals, families and small businesses achieve their financial goals. I have been offering wealth management, financial planning, insurance and investment services to the people of Las Vegas since 2003 and have built a reputation in the community as a caring advisor that is focused on the client. Providing a high level of care and attention to every single person I work with is what makes me wake up with a smile on my face everyday.

I graduated from UNLV with the fascinating Summa Cum Laude in Finance and Management Information Systems and hold the Series 7, 6, 63 and 65 licenses along with the life and health insurance licenses for several states. In order to perfect to art of financial planning, I have followed my passion for learning and have obtained the following designations:

  • CERTIFIED FINANCIAL PLANNERTM
  • Chartered Financial Consultant
  • Accredited Investment Fiduciary
  • Life Underwriter Training Council Fellow

I truly believe serving the local community is the best form of human kindness. I have been involved in the following:

  • Southern Nevada Association of Insurance and Financial Advisors (SNAIFA), Past President
  • Society of Financial Service Professionals, Member
  • Conscious Capitalism Las Vegas Chapter, Treasurer and Board Member
  • UNLV Lee Business School Executive Advisory Board, 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

I was raised in Dubai and have made Las Vegas my home since 1999. I am married to my caring, loving and giving wife, Mamta, and we’re proud parents to two very active and naughty boys, Nirvan and Rehan and one little princess, Yasmin. While I do love spending time with the family, I truly enjoy taking the time to meditate. I also love working out, and watching superhero films that care about the world as much as I do.

Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian