Benefit Financial Services Group

Scott Sollars is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Benefit Financial Services Group. Prior to joining BFSG in 2024, he held various roles at Schwab Wealth Advisory, Inc. from 2015 to 2023. Benefit Financial Services Group serves a diverse client base including individuals, families, corporations, trusts, charitable organizations, and retirement plan sponsors. The firm offers wealth management, institutional pension consulting, and tax-related services, emphasizing diversified, outcome-oriented portfolios and ERISA fiduciary roles for retirement plan clients.

Arash Navi is a CFP® professional with six years of industry experience. He currently works at Benefit Financial Services Group, where he has been since 2019, and previously was employed at Stevens First Principles Investment Advisors and Advantage Sales and Marketing. Benefit Financial Services Group serves individual investors, families, corporations, trusts, charitable organizations, and retirement plan sponsors. The firm offers wealth management, institutional pension consulting, and tax-related services, focusing on diversified, outcome-oriented portfolios that include equities, mutual funds, ETFs, private investments, and ESG options.

Sophia Liu is a CFP® professional with seven years of experience in financial advising. She currently works at Benefit Financial Services Group and has previously held positions at Capital Group-Private Client Services, Merrill Lynch, and other firms. Benefit Financial Services Group serves a diverse client base including individuals, families, corporations, trusts, charitable organizations, and retirement plan sponsors. The firm offers wealth management, institutional pension consulting, and tax preparation services, with an investment approach focused on diversified, outcome-oriented portfolios that may include ESG options and cryptocurrency exposure when authorized.

Brent Miller is a CFA® charterholder with eight years of industry experience. He has worked at Benefit Financial Services Group since 2023 and previously spent eight years at Gradient Analytics. Benefit Financial Services Group serves a diverse client base including individual investors, families, corporations, trusts, charitable organizations, and retirement plan sponsors. The firm offers wealth management, financial planning, institutional pension consulting, and tax preparation services, with an investment approach focused on diversified, outcome-oriented portfolios across multiple asset classes.

Steven Yamshon is a financial advisor with Benefit Financial Services Group in Irvine, CA, holding a Series 65 credential and 28 years of industry experience. Prior to joining Benefit Financial Services Group in 2019, he worked for Stevens First Principles Investment Advisors for 34 years and most recently served with the USDA Forest Service in the Los Padres National Forest. Benefit Financial Services Group serves individual investors, families, corporations, trusts, charitable organizations, and retirement plan sponsors. The firm offers wealth management, institutional pension consulting, and tax preparation services, focusing on diversified, outcome-oriented portfolios that include equities, mutual funds, ETFs, and select private investments.

Henry Vanbuskirk is a CFP® professional with 11 years of industry experience, currently serving at Benefit Financial Services Group since 2022. His prior experience includes roles at Cetera Investment Advisers LLC, Richardson and Company, CPAs, Inc., and Avantax Investment Services, Inc. Benefit Financial Services Group serves individual investors, families, corporations, trusts, charitable organizations, and retirement plan sponsors by providing wealth management, financial planning, portfolio management, and institutional pension consulting services. The firm’s investment approach emphasizes diversified, outcome-oriented portfolios with a range of asset types, including ESG options and select private investments, while also offering ERISA fiduciary services for retirement plans.

Braden Priest is a CFA® charterholder and holds a Series 65 license with ten years of industry experience. He has been with Benefit Financial Services Group in Irvine, CA since 2015. Benefit Financial Services Group serves a broad range of clients including individual investors, families, corporations, trusts, charitable organizations, and retirement plan sponsors. The firm offers wealth management, institutional pension consulting, and tax preparation services, focusing on diversified, outcome-oriented portfolios with a variety of investment vehicles and fiduciary retirement plan services.

Christopher Rowey is a financial advisor with Benefit Financial Services Group in Irvine, CA, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Benefit Financial Services Group since 2016 and also maintains a role at Bfsg, LLC since 2007. Benefit Financial Services Group serves a diverse client base including individual investors, families, corporations, trusts, charitable organizations, and retirement plan sponsors. The firm offers wealth management and institutional pension consulting services with an investment approach focusing on diversified, outcome-oriented portfolios that include equities, mutual funds, ETFs, collective investment trusts, and select private investments.

Patrick Powers is a CFP®, CFA®, and PFS™ at Benefit Financial Services Group with 22 years of industry experience. He has been with the firm since 2016. Benefit Financial Services Group serves individual investors, families, corporations, trusts, charitable organizations, and retirement plan sponsors. The firm provides wealth management, institutional pension consulting, and tax preparation services, focusing on diversified, outcome-oriented portfolios and fiduciary retirement plan management.

Chad Noorani is a financial advisor at Benefit Financial Services Group with 12 years of industry experience. He holds the Series 65 designation and has been with Benefit Financial Services Group since 2011, including a role at Bfsg, LLC since 2013. Benefit Financial Services Group serves a broad range of clients, including individuals, families, corporations, trusts, charitable organizations, and retirement plan sponsors. The firm offers wealth management, institutional pension consulting, and tax preparation services, focusing on diversified, outcome-oriented portfolios and ERISA fiduciary roles for retirement plans.

Paul Horn is a CFP® with 18 years of industry experience, currently serving at Benefit Financial Services Group. His prior roles include positions at Ark Financial, Puplava Securities, LPL Financial, and Financial Sense Wealth Management. Benefit Financial Services Group provides wealth management and institutional pension consulting services to individuals, families, corporations, trusts, charitable organizations, and retirement plan sponsors. The firm emphasizes diversified, outcome-oriented portfolios and offers a range of services including financial planning, portfolio management, tax preparation, and ERISA fiduciary retirement plan consulting.

Grace Lau is a CFA® charterholder with 28 years of industry experience. She has worked at Benefit Financial Services Group since 2017 and previously spent 20 years at Pacwest Financial Management, Inc. She holds a Series 65 license and is based in Phoenix, AZ. Benefit Financial Services Group serves individual investors, families, corporations, trusts, charitable organizations, and retirement plan sponsors, offering wealth management, institutional pension consulting, and tax-related services. The firm’s investment approach focuses on diversified, outcome-oriented portfolios across multiple asset classes and includes ESG options and cryptocurrency exposure with client consent.

Nicole Chou is a financial advisor at Benefit Financial Services Group with seven years of industry experience. She holds a Series 65 designation and has worked at Sperry Equities and State Street prior to joining BFSG in 2018. Benefit Financial Services Group serves individual investors, families, corporations, trusts, charitable organizations, and retirement plan sponsors, offering wealth management, institutional pension consulting, and tax preparation services. The firm focuses on diversified, outcome-oriented portfolios and provides ERISA fiduciary services for retirement plans.

Martina Schackman is a CFP® and CFA® with 33 years of industry experience. She is currently with Benefit Financial Services Group, where she has worked since 2019. Prior to that, she spent eight years with Prudential Investment Management Services and Prudential Insurance Company of America. Benefit Financial Services Group serves individual investors, families, corporations, trusts, charitable organizations, and retirement plan sponsors. The firm offers wealth management and institutional pension consulting services, focusing on diversified, outcome-oriented portfolios and acting in ERISA fiduciary roles for retirement plans.

Mark Blom is a Certified Financial Planner (CFP®) with 18 years of industry experience. He has been with Benefit Financial Services Group since 2017 and previously worked at Clarity Financial LLC. Benefit Financial Services Group serves individual investors, families, corporations, trusts, charitable organizations, and retirement plan sponsors with wealth management, institutional pension consulting, and tax preparation services. The firm’s investment approach focuses on diversified, outcome-oriented portfolios and offers specialized services including ESG portfolios, retirement plan fiduciary roles, and access to alternative investments.