Jason Goehring
,
Wealth Management Advisor
NMLS #1797689
800 E Colorado Blvd
Pasadena, CA 91101
626.356.2058
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

I help people live the life they want to live.


I'm a Financial Advisor with the Dyrek Goehring Group at Merrill in Pasadena. My team and I look to deliver a different kind of client experience-one that demonstrates how much we value each person and family through our hard work, integrity, and commitment to excellence.

I love what I do-help people gain reassurance and comfort about their finances, so they can focus on the people and activities they value most. My colleagues and I create precious free time for the people we advise, allowing them to pursue a more balanced approach to life and wealth.

Clients from varied paths look to our team for analysis and advice. I'm particularly skilled in advising people who are actively building their wealth-some who are beginning their financial journeys and others who are more established in their careers.

WHAT IS IMPORTANT TO ME:

• I enjoy developing deep relationships with clients-making their lives easier and helping them enact a more purposeful and organized approach to their wealth.

• I like to help people consider the options at their disposal. We all have just one life to lead, so I strive to help people embrace opportunities that can bring them greater happiness.

KEY DIFFERENTIATORS:

• I have more than 13 years of experience at Merrill; I understand the needs and interests of an accomplished clientele.

• I hold the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc.*

• I bring energy, enthusiasm, and genuine appreciation to my role.

Recognition
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
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About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Professional Staff
Jennifer Henderson
Wealth Management Client Associate
626.817.6814
Steven Soriano
Registered Wealth Management Client Associate
626.356.2052
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Guillermo Mier
Wealth Management Banking Specialist
Merrill
Ally Bowdoin
Wealth Strategies Advisor
Bank of America, N.A.
Grace Chung
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #637495
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Jason M Goehring is registered to do business in AL, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IN, KS, MI, MN, NC, NH, NV, NY, OR, SC, TN, TX, UT, VA, WA.