Vahanian Attends Top Advisor National Conference

 In Press Releases

Ojaj, CA, September 9, 2021 – Jeffrey C. Vahanian, CFP® attends Advisor Group’s Royal Court in August – a gathering of nationally ranked top advisors in Ojai, CA. Osaic Wealth, Inc. is a national broker dealer under the Advisor Group umbrella of more than 10,000 independent financial advisors.

Every year since 1994, Royal Alliance has recognized their top financial advisors with an opportunity to connect with peers and senior management. This year marks the 28th consecutive year in which Vahanian has been named a top advisor and attendee of the conference which hosted 120 professionals.*

The Ojai conference of Royal Alliance advisors and management was an opportunity for peers to compare notes and encourage one another on ways to be of even greater support to clients, communities and employees. This event was as much about discussing ways to make an impact on one’s community as it was about celebrating and recognizing success. Vahanian credits much of his firm’s achievements to the principles and values of holistic caring and difference making that has always been a hallmark of the firm’s financial planning approach.

Among the speakers at this year’s event was Greg Cornick, President, Advice and Wealth Management at Advisor Group – as well as Rohit Bhargava, bestselling author, Business/Brand Building consultant. Rohit shared insights on helping the world to be more open-minded through acts of kindness and creative leadership when someone least expects it.

About Vahanian & Associates:

Vahanian & Associates Financial Planning Inc. provides financial planning, investment management, and estate planning services for high-net-worth individuals and families, and is accepting new clients. The team also provides ESG and Sustainable Investing options. Vahanian & Associates is located at 60 Railroad Place in Saratoga Springs, NY (518) 583-0891. Jeffrey Vahanian, CFP®, President of Vahanian & Associates is also separately a registered representative offering securities through Osaic Wealth, Inc., member FINRA/SIPC. Investment advisory services offered through Vahanian & Associates Financial Planning Inc., a registered investment advisor not affiliated with Osaic Wealth, Inc. The company website can be visited at

Royal Alliance is consistently recognized as one of the premier independent broker-dealers in the country. The company’s reputation is the result of an open-architecture model and commitment to leading edge technology and superior service.

Advisor Group is one of the largest independent broker-dealer networks in the United States and consists of FSC Securities Corporation, Osaic Wealth, SagePoint Financial, Securities America, Triad Advisors and Woodbury Financial. These independent broker-dealers, with more than 10,000 independent financial advisors, are all wholly-owned subsidiaries of Advisor Group and Members FINRA/SIPC.


*This award is based upon sales generated by advisors and is not based upon performance or returns experienced by any client or opinions of the advisor’s clients or former clients.

Vahanian & Associates (“Vahanian”) created this presentation for its website. Any other distribution of this presentation is strictly prohibited. While the content presented is believed to be factual and up to date, it is based on information obtained from a variety of sources. Vahanian believes this information is reliable, however, it has not necessarily been independently verified. Vahanian does not guarantee the complete accuracy of all data in this blog post, and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of Vahanian as of the date of publication and are subject to change. This blog post does not constitute personalized advice from Vahanian or its affiliated investment professionals, or a solicitation to execute specific securities transactions. Vahanian is not a law firm and does not intend for any content to be construed as legal advice. Readers should not use any of this content as the sole basis for any investment, financial planning, tax, legal or other decisions. Rather, Vahanian recommends that readers consult Vahanian and their other professional advisers (including their lawyers and accountants) and consider independent due diligence before implementing any of the options directly or indirectly referenced in this blog post.

Past performance does not guarantee future results. All investment strategies have the potential for profit or loss, and different investments and types of investments involve varying degrees of risk. There can be no assurance that the future performance of any specific investment or investment strategy, including those undertaken or recommended by Vahanian, will be profitable or equal any historical performance level. Any index performance data directly or indirectly referenced in this blog post is based on data from the respective copyright holders, trademark holders, or publication/distribution right owners of each index. The indexes do not reflect the deduction of transaction fees, custodial charges, or management fees, which would decrease historical performance results. Indexes are unmanaged, and investors cannot invest directly in an index.