Rast Mohamad Gozeh
Investment adviser representative at Kassira Wealth Management, LLC
15 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$135.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Kassira Wealth Management, LLCJan 2020 to now
- Sierra Nevada CorporationDec 2019 to Apr 2021
- UnemployedApr 2019 to Dec 2019
- T. Rowe Price Investment Services, Inc.Nov 2011 to Mar 2019
Designations
- CFP® certification
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (CO, VA).
Kassira Wealth Management, LLC
$135.9MAssets managed
219Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6108136
- Firm CRD
- 165070