Nasrin “Naz” Gohar

Financial professional with experience spanning wealth management, high-net-worth portfolio oversight, retirement planning, and specialized financial planning for military and government-affiliated clients. Proven record of building and managing 250+ client households and gathering approximately $12 million in assets within a 12-month period.

Background includes military financial planning, investment strategy, retirement-income planning, risk management, and long-term client relationship development.

Financial Advisor - First Command Financial Services - San Diego, CA

(2023-01 - 2025-11)

• Built and managed relationships with 250+ client households through comprehensive financial planning, ongoing reviews, and long-term relationship management.
• Gathered approximately $12 million in assets within a 12-month period through client acquisition, planning engagement, and relationship development.
• Developed integrated strategies addressing investments, retirement, cash flow, risk management, insurance, annuities, and long-term financial objectives.
• Worked extensively with Navy, Marine Corps, and other military households, including aviation-focused communities, on financial decisions unique to military careers, deployment, transitions, and retirement.
• Maintained authorized access to MCAS Miramar during 2023-2025 and developed strong relationships within the local military community.
• Received Advisor of the Year recognition, multiple production awards/plaques, and senior-leadership commendations for production and service to military families.
• Participated in military-community engagement and Navy League sponsorship initiatives.

Financial Advisor - CorCap Investment & Brokerage

(2021-01 - 2023-12)

• Worked with high-net-worth investors, providing financial guidance and ongoing portfolio oversight.
• Reviewed portfolios, client objectives, time horizons, and risk profiles to support appropriate investment strategies and allocation decisions.
• Developed and maintained client relationships while expanding securities, brokerage, and investment-management expertise.
• Completed securities education and qualification leading to FINRA Series 7 registration.

Financial Professional - Insured Wealth Solutions

(2018-01 - 2021-12)

• Specialized in retirement planning for government employees and educators, including 403(b) participants and teacher pension-system members.
• Helped clients evaluate retirement assets, pension considerations, income needs, and transition strategies as they approached retirement or changed employment.
• Assisted clients seeking to preserve retirement assets and establish longer-term retirement-income strategies.
• Utilized indexed annuity solutions when appropriate within clients' retirement objectives and risk considerations.

Advanced CFP® certification coursework / studies - Financial Planning - UC Berkeley

Personal Financial Planning Certificate - Financial Planning - Dalton Education

Financial Planning for Military Personnel - Military Financial Planning - Dalton Education