Arash Navi

You want an advisor who will listen to your needs and provide a roadmap so you can reach your goals. Our team of investment managers and CERTIFIED FINANCIAL PLANNERTM professionals will create a plan just for you, not some out of the box solution. At BFSG, we are fiduciaries, the highest level of personal responsibility an advisor can have. Our view is that we invest your money in the same manner that we would a friend, family member or charitable trust.