About
Arash
For Arash, the most rewarding part of wealth management is watching clients trade uncertainty for confidence. Whether he's helping a mid-career professional build a clear path to retirement, guiding a new retiree through Social Security and Medicare decisions, or helping an entrepreneur set up a new business, he builds each plan around what matters to the people he serves.
Arash has 16 years of experience in finance, accounting, and investment management. He works with individuals and families from mid-career through retirement, bringing financial planning, tax planning, tax return preparation, and investment management together under one roof. This integrated approach is valuable as clients approach retirement, when decisions about income, taxes, benefits, and investments all begin to affect one another.
A firm believer that consistency compounds, Arash applies the same principle to his clients' wealth that he applies to his own growth as a lifelong learner: small, steady steps, taken with discipline, can add up to desired results. Rather than chasing short-term returns, he helps clients build thoughtful plans and habits designed to grow stronger over time.
Before dedicating himself fully to wealth management, he served as Benefit Financial Services Group's (BFSG) Controller, overseeing GAAP financial reporting, budgeting, and forecasting, and partnering with the Chief Compliance Officer to meet SEC and Sarbanes-Oxley standards.
He values time with family and is a lifelong learner and outdoor enthusiast who enjoys exploring new restaurants, experimenting in the kitchen, riding his motorcycle, and playing tennis.
For Arash, the most rewarding part of wealth management is watching clients trade uncertainty for confidence. Whether he's helping a mid-career professional build a clear path to retirement, guiding a new retiree through Social Security and Medicare decisions, or helping an entrepreneur set up a new business, he builds each plan around what matters to the people he serves.
Arash has 16 years of experience in finance, accounting, and investment management. He works with individuals and families from mid-career through retirement, bringing financial planning, tax planning, tax return preparation, and investment management together under one roof. This integrated approach is valuable as clients approach retirement, when decisions about income, taxes, benefits, and investments all begin to affect one another.
A firm believer that consistency compounds, Arash applies the same principle to his clients' wealth that he applies to his own growth as a lifelong learner: small, steady steps, taken with discipline, can add up to desired results. Rather than chasing short-term returns, he helps clients build thoughtful plans and habits designed to grow stronger over time.
Before dedicating himself fully to wealth management, he served as Benefit Financial Services Group's (BFSG) Controller, overseeing GAAP financial reporting, budgeting, and forecasting, and partnering with the Chief Compliance Officer to meet SEC and Sarbanes-Oxley standards.
He values time with family and is a lifelong learner and outdoor enthusiast who enjoys exploring new restaurants, experimenting in the kitchen, riding his motorcycle, and playing tennis.