Advisor at Kassira Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Kassira Wealth Management, LLC
Location
Tysons Corner, VA
Credentials
CFP®, CFA®, Series 66
Industry experience
12 years
Rast Gozeh is a CFP® and CFA® charterholder with 12 years of experience in the financial industry. He has worked at Kassira Wealth Management, LLC since 2020 and previously held positions at Sierra Nevada Corporation and T. Rowe Price Investment Services, Inc. Kassira Wealth Management serves individual and high-net-worth clients, trusts, estates, and business entities with discretionary asset management and financial planning, utilizing a blend of fundamental, technical, and strategic investment approaches that include selective use of derivatives.
Based on Kassira Wealth Management, LLC
Up to 2% annually, negotiable
Tysons Corner, VA
Colorado · Virginia
Kassira Wealth Management, LLC
2020 - Present (6 years)
Sierra Nevada Corporation
2019 - 2021 (2 years)
UnEmployed
2019 - 2019 (1 year)
T. Rowe Price Investment Services, INC.
2011 - 2019 (8 years)
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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David N. Hainsworth, C.P.A., P.C.
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