Rast Mohamad Gozeh

CFA · CFP

11 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth

Kassira Wealth Management, LLC

Compensation

Fee-Only (AUM)

Firm Size

2 advisors

Number of Clients

196 clients

Average Client Portfolio

$548K average

Assets Under Management

$107.5M

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

Location

Knoxville, TN

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Kassira Wealth Management, LLC

April 2020 - Present · 5 yrs 10 mos

Previous Registrations

T. Rowe Price Associates, INC.

February 2019 - April 2019 · 2 mos

T. Rowe Price Advisory Services, INC.

October 2018 - March 2019 · 5 mos

T. Rowe Price Advisory Services, INC.

December 2012 - November 2017 · 4 yrs 11 mos

T. Rowe Price Investment Services, INC.Broker

November 2012 - April 2019 · 6 yrs 5 mos

State Registrations2 states

COVA

Advisor

Exams

No exam information available for this advisor.