Arash Navi, CPA, CFP® , AWMA®
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 Advisor℠ designation from the College for Financial Planning.
What is your personal motto or mantra?
Steady, consistent progress leads to eventual breakthrough
Outside of my professional career I am passionate about:
I enjoy learning and being outdoors! Exploring new restaurants and experimenting in the kitchen. Weekends you can find me riding my motorcycle, taking classes, visiting nearby beaches, or enjoying some soccer…Go Chelsea!
The one word or phrase that best describes me is:
Disciplined
