Rast Gozeh (CRD# 6108136) is an Investment Advisor Representative working at Kassira Wealth Management, LLC in Knoxville, TN and has over 11 years of experience in the finance industry. Rast Gozeh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5686846
Primerica Advisors
CRD# 4511877
Ubs Financial Services Inc.
CRD# 2790169
Silver Oak Securities, Inc.
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kassira Wealth Management, LLC | Colorado Springs, CO | Jan 2020 - Current | 4 |
| Sierra Nevada Corporation | Centennial, CO | Dec 2019 - Apr 2021 | 1 |
| Unemployed | Colorado Springs, CO | Apr 2019 - Dec 2019 | < 1 |
| T. Rowe Price Investment Services, Inc. | Colorado Springs, CO | Nov 2011 - Mar 2019 | 7 |
| University Of Colorado At Colorado Springs | Colorado Springs, CO | Aug 2008 - Jul 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2012 |
- CO
- VA
-
Total Assets Under Management96MILLIONS
-
Total Number of Accounts432ACCOUNTS
-
Average Account Value$222,382
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
CO, MD, OK, TN, TX, VA
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