Blair Goheen
👉 Helping Families Secure a Confident Retirement with Smart, Personalized Financial Planning ★ Financial Advisor ★ Helping Families Create Generational Wealth ★ Certified Financial Planner
- Role
- Financial Advisor at Rosselot Financial Group
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Blair Goheen
As a Financial Advisor, my passion is helping families simplify complex financial…
Experience
Financial Advisor
Mar 2024 — Present · Cincinnati, OH, US
Serve individuals, families, and business owners seeking personalized financial guidance.• Focus on retirement planning, portfolio management, tax-efficient strategies, estate planning, insurance, and business owner planning.• Build portfolios tailored to each client’s goals, time horizon, and risk tolerance.• Create integrated strategies to help clients grow, protect, and preserve wealth across all life stages.• Guide clients through major life transitions, including retirement, inheritance, business sales, career changes, divorce, and education funding.• Educate clients to make confident, long-term financial decisions through financial literacy and behavioral finance insights.• Collaborate with CPAs, attorneys, and insurance professionals to deliver coordinated, comprehensive strategies.• Support multigenerational families in wealth transfer and legacy planning to sustain long-term impact.• Provide retirement plan solutions for business owners, executives, and employees to strengthen financial well-being and retention.• Operate with a fiduciary standard of care prioritizing trust, transparency, and accountability in every client relationship.• Recognized for strong client retention, referral-based growth, and leadership in developing customized planning strategies.• Hold the Certified Financial Planner™ (CFP®) designation, demonstrating advanced expertise and commitment to professional ethics.
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