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Arash Navi

Controller & Wealth Manager at Benefit Financial Services Group

  • LinkedIn

Email Email: a****@bfsg.com

phone noPhone Number: (***)-***-****

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 Office...

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BENEFIT FINANCIAL SERVICES GROUP

BENEFIT FINANCIAL SERVICES GROUP

  • description Description
    Benefit Financial Services Group (BFSG) is an SEC registered investment adviser located in Irvine, CA and Phoenix, AZ. A copy of the BFSG's current written disclosures discussing our advisory...

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  • Employees count Employees 11-50
  • Revenue Revenue 1 Million to 5 Million
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Benefit Financial Services Group Org Chart and Mapping

Employees

Arash Navi

Controller & Wealth Manager

Aksana Muñoz

Lead Client Services Manager / Retirement Plan Specialist, Qkc (Qualified 401k Consultant)

Cfp® Michael Allbee

Principal, Senior Portfolio Manager & Chief Compliance Officer

Chad Noorani

Retirement Plan Consultant

Irene Tong

Investment Research Analyst/Retirement Plan Consultant

Rachel Fequiere

Principal, Senior Retirement Plan Consultant

Frequently Asked Questions Regarding Arash Navi

Answer: Arash Navi works for Benefit Financial Services Group as Controller & Wealth Manager

Answer: Arash Navi’s role in Benefit Financial Services Group is Controller & Wealth Manager

Answer: Arash Navi's email address is a***@gmail.com

Answer: Arash Navi's business email address is a****@bfsg.com

Answer: Arash Navi’s direct phone number is (***)-***-****

Answer: Arash Navi works in the industry of: Investment Management

Answer: Arash Navi is the current Controller & Wealth Manager at Benefit Financial Services Group.... Read More

Answer: Arash Navi works Benefit Financial Services Group located at 2040 Main St Ste 150, Irvine, California, 92614, United States

Answer: Benefit Financial Services Group's Controller & Wealth Manager is Arash Navi

Answer: Arash Navi contact details:

  • Phone number  :  (***)-***-****
  • Email  :  a****@bfsg.com

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