Broker Check

Our People

Steven Lee Yamshon

Managing Principal

Steven Lee Yamshon is a Managing Principal at BFSG and an investment strategist and advisor. He is responsible for asset allocation, investment management, security selection, and research. With over 35 years of experience, Steve provides valuable insights and perspectives on the economy, markets, and investments. Steve is leading Benefit Financial Services Group’s environmental, and socially responsible investing efforts.

Prior to joining BFSG, LLC, Steve was the President and Chief Investment Officer at Stevens First Principles Investment Advisors. He has been teaching investment finance at UCLA for over 25 years and previously was an adjunct scholar at the Von Mises Institute at Auburn University and a Visiting Scholar at the UCLA Anderson Graduate School of Management. He has written 2 books and 32 research papers and case studies on investments, economics, and management.

Steve ‘s educational studies include a B.S. Degree in Environmental Resources from CSU, Sacramento, four master qualifications from the Said Business School, University of Oxford, two year certificate in Engineering Management from Caltech Industrial Relations Center, Certificate in General Management from Harvard Business School and a Certificate in General Management from the Anderson School at UCLA. Steve also studied finance, economics, and management at the Doctoral Degree level at the Anderson School of Management at UCLA as a Visiting Scholar. His PhD is from the International Post Graduate School, Universidad de San Jose which merged into Fundación Empresarial in 1996. His dissertation Human Action and the Securities Markets was praised for its breakthrough research on the melding of Modern Portfolio Theory and the Austrian Trade Cycle Theory. Steve will complete his Advanced Certificate in Technology and Innovation from the Sloan School of Management at MIT in 2020. He is on the Board of Governors at Cedars Sinai Medical Center and is a volunteer field ranger for the U.S. Forest Service.

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®

Controller

As the Controller, Arash is responsible for the monthly GAAP financial accounting, budgeting and monitoring of the company’s financial performance. He also oversees our compliance with Sarbanes-Oxley requirements and assists the Chief Compliance Officer with the firm’s SEC compliance program.  In addition, Arash is one of our financial planners.

Arash has a Bachelor of Science degree in Economics with a Minor in Business from the University of Victoria. He 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.