Arash Navi, CPA, CFP^®

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 Advisor℠ 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.