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Arash Navi, CPA, CFP®

Arash Navi, CPA, CFP®

Controller | Wealth Manager

As the Controller, Arash oversees the firm’s accounting functions, including monthly GAAP financial reporting, budgeting and forecasting. He works closely with the Chief Compliance Officer to meet SEC and Sarbanes-Oxley regulatory requirements.

Arash is also a Wealth Manager at BFSG. His responsibilities include analyzing securities and reviewing portfolios with clients. Arash works with clients to help them realize their short and long-term goals by delivering personalized financial plans and retirement analysis.

Arash received a Bachelor of Science in Economics with Distinction from the University of Victoria. He is licensed as a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER™ professional, and earned his Accredited Wealth Management Advisorâ„  designation from the College for Financial Planning. Outside of the office, Arash enjoys spending time with family and going on hikes with his dog Rain.