wiseradvisor

Otto Bohon
Catalina Wealth Management

Tel: (520) 298-1900
1660 E River Rd
Suite 180
Tucson, AZ 85718

For your now, your future, and your legacy!

Catalina Wealth Management | Financial Advisor in Tucson ,AZ

About Catalina Wealth Management

At our firm, we have the client and only the client in mind.

Our mission is to get to know and understand the client's needs, wants, and long-term goals. We want to help clients develop, implement, and monitor strategies that are designed to address individual needs. We understand the challenges families face today ant the uniqueness of every situation.

From managing debt, to saving for college, to retirement; these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help clients pursue their goals.

We believe in thinking out of the box and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on the client, and their satisfaction.


General Information

Firm Start Year:   1992
No.of Employees:   10-19
Name of Broker/Dealer:   Centaurus Financial Inc
Name of Custodial Firm:   TD Ameritrade & Pershing LLC
States Licensed in:   AZ, CA, CO, NM, NY, IL, TX, GA, FL, NV, OR, ML, and WA
Number of Years with Current Firm:   7


Qualifications & Memberships

Insurance and Annuity Licenses:   Property , Casualty , Variable Life , Variable Annuity , Life , Annuity


Firm Information

Firm's Number of Clients:   1000+
Firm's Number of Planning Clients:   200+
Firm's Number of Managed Clients:   800+
Assets Managed by Firm:   $380,000,000
Assets Managed by Advisor:   $240,000,000


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Board Positions

Organization:  San Miguel High School  Tucson, AZ
Position :  Financial Committee Member
Duration :  June 2018-Currently holding


Education

Masters of Business Administration - Finance  University of Phoenix - Tucson, AZ
02/2008- 01/2011

Bachelor of Arts - Psychology with a minor in Business  University of Arizona - Tucson, AZ
08/2002- 05/2007



Faqs

  • What are your qualifications? What is your education background? While having all the appropriate Federal and State Licenses, I also hold an MBA in Finance.
  • How many clients do you currently manage? My firm manages over 1000 clients, and we work as a team to be able to take on more. I personally only take on 25 new clients per year.
  • Will you be the only person working with me? No, we work as a team with at least two team members per client so that someone is always available for the client.
  • Have you ever been charged with any breaches? None.
  • Do you provide a free initial consultation? Yes, all initial consultations are complimentary.
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Disclaimer

Securities and advisory services offered through Centaurus Financial, Inc. member FINRA and SIPC, a registered investment advisor. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined. Information relating to securities is intended for use by individuals residing in Arizona, Alabama, California, Colorado, Florida, Maryland, Nevada, New Mexico, New York, North Carolina, Pennsylvania, Texas, and Virginia. Centaurus Financial, Inc., and Catalina Wealth Management are not affiliated.

Otto Bohon

Otto Bohon

MBA

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 5:00 PM

Communities Served

Mount Lemmon Oracle
Rillito Sahuarita
Tucson Southern Arizona

Awards & Recognitions

2017 40 under 40 Man of the Year
(11/05/2017)

In 2017 elected by the board of honorees as the Man of the Year for all 40 under 40 honorees for contributions to the community and leadership.… more