OHAN'S STORY

 

As a Doctor of Economics and a CERTIFIED FINANCIAL PLANNER™ professional, I bring over two decades of expertise to the financial industry. My extensive experience has taught me the ins and outs of finance, revealing a simple truth: managing money is far less complicated than it's often made out to be.

Driven by this insight, my mission is to demystify financial concepts for everyday people, teaching in straightforward terms and always prioritizing their best interests. My goal is to enhance financial health, build wealth, and transform lives, empowering individuals to live on their own terms.

It Was Not Always Easy

Born in Armenia, a corner of the former Soviet Union, I was raised by hard-working parents who did their utmost with limited resources. From a young age, I was determined to secure a better financial future for myself and my loved ones. This resolve drove me to excel academically, eventually earning my master's and doctorate degrees with top honors.

In 2009, I embarked on a new chapter, moving to the United States. Despite the challenges of adapting to a new culture with English as my third language, I thrived, continuing my career in the financial industry. I earned several licenses and designations, assisting numerous clients during my tenure at a bank.

Today, I find my greatest joy in independence and my role as a fiduciary. I am dedicated to helping everyday people and fellow immigrants achieve financial freedom. This journey isn't just my career; it's my passion.

 

BUILD A FUTURE OF FINANCIAL FREEDOM


3 ways to get started together

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1

 
1:1 COACHING


Achieve financial success faster with one-on-one coaching. Together, we’ll design a strategic plan for your unique situation with your best interest in mind. 

 

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2


GUIDE TO WEALTH
 

Get a clear picture of your financial health, jumpstart your investing and building wealth with this free downloadable guide.

 

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3


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

_

“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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