Blair Goheen, CFP®, MBA

Financial Advisor

What was your first job?

Paper Boy

What is the most exciting part of your job?

Helping clients and their families reach their financial goals!

Are you a sports fan?

Yes! Passionate fan of the Reds, Bengals and Xavier Musketeers!

Blair and his wife Ashley (of nearly 19 years) live in Mason, Ohio. Outside of work hours, Blair and Ashely keep very busy with their children, Liam and Ella, through school activities and their passion for sports. Blair loves cheering Ella on from the soccer or basketball sidelines and during the spring/summer, coaches Liam’s baseball team. As a family, they enjoy traveling and watching movies, along with the occasional spirited family game night!

Blair began his career in the financial services industry over 20 years ago with Fidelity Investments. He obtained his bachelor’s degree from West Virginia State University in 2003 where he was also a member of the baseball team all four years. In 2007, he completed an MBA at Xavier University. Blair earned his Certified Financial Planner ® designation in 2010. In addition, he holds the SIE, Series 7, 63 and 66 security registrations, as well as the Life and Health Insurance licenses.

“My passion is helping clients and their families achieve financial independence!” – Blair Goheen

Check the background of this investment professional on FINRA’s BrokerCheck