OUR CPA
TEAM
Improving the quality of life of our team, clients, and community.
®
Aaron J. Garabedian, CPA, CGMA, AIF®
Financial Planner & Investment Advisor
Leaving A Legacy
With 10 years of experience in Wealth Management, Aaron provides financial planning, investment management, and insurance services using a holistic approach. He focuses on helping high-net-worth families build and maintain financial independence as well as transfer assets in a tax-efficient manner to future generations.
Many success stories start by listening to clients. Aaron commits to hearing from clients before making any recommendations. He follows the idea of translating financial science into practical investment solutions tailored to his clients' financial goals.
Background
Aaron J. Garabedian joined the firm in 2009 after working for Deloitte & Touche in their audit practice. He has played an instrumental role in developing many areas of the practice and also implemented a Results Only Work Environment at The Garabedian Group. His areas of expertise include tax compliance, tax credit identification, and other tax incentives, financial planning, wealth management, and family office services. In 2014 Aaron started Blue Oak Wealth Management, an affiliated company of The Garabedian Group, Inc. Blue Oak Wealth Management provides financial planning, investment advisory, insurance services, and fiduciary support. Blue Oak Wealth Management under Aaron's direction currently manages over $100 million in assets.
Community Involvement
Aaron is actively involved with The Garabedian Group's efforts to support the Fresno community. He is an active volunteer at the Ronald McDonald House Charities Of The Central Valley in their Meals from the Heart Program.
Expertise
Financial Planning
Wealth Management
Investment Management
Risk Mitigation
Insurance Services
Accounting
Business Advisory
Family Business Support
Certifications
License &
Registration
Series 7 & 66- General Securities Representative
Investment Adviser Representative (through Cetera Investment Advisers LLC)
California Insurance License #0K16770 - Life, Variable Contracts, Accident &
Health Agent
Certified Public Accountant
Chartered Global Management Accountant
Accredited Investment Fiduciary®
Fun Fact
Aaron served on the Board of University of California Cooperative Extension-Master Gardner Fresno.
"At The Garabedian Group, we promote creativity and allow all staff to challenge all norms at every level to innovate." - Aaron J Garabedian
*Wealth Management Services are offered through Blue Oak Wealth Management, an affiliated company. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
