OHAN'S STORY

 

I am a Doctor of Economics and a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of financial industry experience. I know the ins and outs of the financial industry by heart. One thing I learned is that handling money is way simpler than what we are constantly being sold to believe. It is my calling to educate everyday people in the simplest way and to serve them with the best interest on top to boost their financial health, build wealth, and transform their lives so they can live on their own terms.

IT WASN'T ALWAYS EASY

 

  I was born in Armenia, the former Soviet Union, and grew up in a family of hard-working parents, who got paid only enough to make ends meet doing the best they could. From an early age, I knew I wanted to build a better financial future for myself and my family. I studied hard and put myself through university and finished my master’s and even doctorate with top honors. In search of new opportunities, I moved to the States in 2009. Being an immigrant with English as my third language I still managed to continue my career in the financial industry getting several licenses and designations and helping corporate clients. But the most that really sparks satisfaction and fulfillment is going back to my roots and helping everyday people and immigrants to find financial freedom.

 

BUILD A FUTURE OF FINANCIAL FREEDOM


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GUIDE TO WEALTH
 

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ARTICLES


Pick up my brain by reading my quotes in timely and insightful articles from reputable media outlets that I got featured in. 

 

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JOHN COLLINS

ANNA SUN

JILL MCCONNELL

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“Bill helped me create an attainable financial plan that is already changing my life.” 

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“After listening to just one episode of Bill’s podcast, everything started falling into place.”

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“Bill is the secret sauce to my recent financial gains. I can’t thank him enough.” 

JOHN COLLINS

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“Bill helped me create an attainable financial plan that is already changing my life.” 

ANNA SUN

_

“After listening to just one episode of Bill’s podcast, everything started falling into place.”

JILL MCCONNELL

_

“Bill is the secret sauce to my recent financial gains. I can’t thank him enough.” 

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