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Our People

Steven Lee Yamshon

Managing Principle

Steven has been providing investment advice and managing investments for high net worth individuals, non-profit organizations and companies for over thirty-five years. He is responsible for asset allocation, investment management, and security selection.

Steven graduated from California State University, Sacramento with a Bachelor of Science Degree in Environmental Resources with honors and has also earned his Certificate in General Forestry from the University of Maryland. He completed his 2-year certificate in engineering management from Caltech. Steven studied at the Yale School of Forestry and Environmental Science Forestry for Executives Program in 2009 and 2013. He earned his Master’s Degree in Business with a concentration in International Business from the University of Redlands and studied Finance and Economics at The University of London Business School and the Institute of Economics and Political Science at Cambridge University as part of his program. He is also a graduate of the Harvard Business School Owner President Management Program (Class OPM 14, 1989) where he studied general management and received his OPM degree/certificate. He is also a graduate of the UCLA Anderson Graduate School of Management Executive Program (Class EP064) where he studied economics, finance, management, and strategy. Steven further studied strategy, economics and finance at the Doctoral level as a Visiting Scholar. His PhD is from the International Post Graduate School- Universidad de San Jose- Fundacion Empresarial.  He earned three master’s level qualifications from the Said Business School, University of Oxford. The three qualifications are: Diplomas in Financial Strategy, Diploma in Global Business, and Diploma in Strategy and Innovation. Steve also graduated from the Said Business School Oxford Advanced Management and Leadership Program with a Certificate in Management Studies. His dissertation was on forestry investments. As a Visiting Scholar, Steve was on the faculty at the UCLA Anderson Graduate School of Management. He now teaches investment finance at UCLA Extension.

Steve has also earned the Accredited Asset Management Specialist℠, Chartered Mutual Fund Counselor℠, Accredited Wealth Management Advisor℠, and Accredited Portfolio Management Advisor℠ designations from the College for Financial Planning.

Nora Rascon-Brooks, FPQP™

 

Senior Operations Manager and Portfolio Administrator

As the Senior Operations Manager, Nora handles the wealth management division’s internal organization, including financial management, and organizational effectiveness to create an outstanding client service environment. She also assists with portfolio administration, which includes providing clients with account assistance, such as requests for funds, balances, standing instructions and any other account administrative services. With 15 years of experience, she previously worked in technology and architectural environments.

She earned the Financial Paraplanner Qualified Professional™ designation from the College for Financial Planning.

Arash Navi, CPA, CFP®

Assistant Controller and Compliance Manager

As the Assistant Controller, Arash is responsible for assistance in all financial-related tasks including accounting, internal controls and financial reporting at BFSG. As the compliance manager, Arash is responsible for monitoring the firm’s compliance program. His previous work experience includes over seven years in various private sector firms.

Arash has a Bachelor of Science degree in Economics with a Minor in Business from the University of Victoria. Arash is licensed as a Certified Public Accountant, a Certified Financial Planner™, and he also earned his Accredited Wealth Management Advisor℠ designation from the College for Financial Planning.

Robert Verdugo, CMFC

Financial Analyst

As a Financial Analyst, Robert assists in the execution of trades, account analysis, and performance reporting. He has previously worked for the Los Angeles Angels of Anaheim, LLP in their finance department. Robert graduated from the University of California, Irvine with a Bachelor’s degree in Business Economics. He currently holds the Chartered Mutual Fund Counselor ℠  and Accredited Portfolio Management Advisor℠ designations from the College for Financial Planning.

Katie DeSantis

Executive Assistant

As the Executive Assistant, Katie DeSantis provides ongoing administrative support along with management of records and documents, and superior customer service. She has previously worked as an administrative assistant for over four years and customer service for over ten years. Katie completed her Associates Degree from Saddleback College.