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Arash Navi, CPA, CFP®

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 Advisorâ„  designation from the College for Financial Planning