Blake Goehring
Advisor at Merrill
Updated today
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.
About
Blake Goehring is the Resident Director and Wealth Management Advisor at Merrill, specializing in delivering comprehensive wealth management strategies tailored to individual clients and their families. He emphasizes understanding a client’s full financial picture and personal priorities to create flexible strategies that adapt to evolving market conditions. Blake leverages the investment expertise of Merrill alongside the banking and lending solutions of Bank of America to address clients' diverse financial needs.
With a focus on areas such as divorce transition planning, education planning, family wealth management, portfolio management, and small business strategies, Blake applies his professional designations—including CFP, CPFA, CRPC, CkP, PIA, and RBC—to guide clients through complex financial decisions. He holds a bachelor’s degree from the University of Southern California and is committed to providing personalized service aimed at helping clients pursue their long-term goals.
Blake is actively involved in community organizations, including the National Multiple Sclerosis Society and Rotary International, reflecting his dedication to the Merrill tradition of community engagement. His personal interests include adventure sports, biking, cooking, music, running, tennis, traveling, and spending time with his family.
Client services
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Wealth management
General retirement planning
College savings (529s, UTMA, etc.)
Family Business
Business Financial Management
Work history
Bank of America, N.A.
2011 - Present (15 years)
Merrill Lynch, Pierce, Fenner & Smith
2006 - Present (20 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
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.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
Jeffrey B
CFP®, Series 63, Series 66
Bakersfield, CA
Edward Jones
Nicholas A
Series 66
Bakersfield, CA
Merrill
Nicholas Amstutz is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in retirement planning, family wealth management strategies, and legacy planning. He is part of a multi-generational advisory team, focusing on helping clients pursue personal financial goals through individualized planning and portfolio management services. Nicholas holds a Bachelor's Degree in Political Science from Syracuse University and completed his high school education at Highland High School in Bakersfield, California. He began his career in Washington D.C., working in the United States House of Representatives for four years before joining Merrill Lynch in Bakersfield in 2007. He completed the PMD training program and earned the Certified Private Wealth Advisor® designation in 2015, alongside the Personal Investment Advisor (PIA) credential. Outside of his professional role, Nicholas is involved with the organization Goodwill and spends his free time enjoying activities such as golfing, skiing, and spending time with his wife Jill and their two children.
Elizabeth V
Series 66
Bakersfield, CA
Edward Jones
Crystal Z
Series 63, Series 66
Bakersfield, CA
Edward Jones
Glenn A
CFP®, Series 63, Series 66
Bakersfield, CA
Edward Jones
Lourdes A
CFP®, Series 66
Bakersfield, CA
Edward Jones
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