Arash Navi, CPA, CFP®
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