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Website created by Crista Marie Moreno

OUR CPA 

TEAM

Improving the quality of life of our team, clients, and community.

Aaron J. Garabedian CPA, CGMA, AIF®

Financial Planner & Investment Advisor

At The Garabedian Group, we promote creativity and allow all staff to challenge all norms at every level to innovate.

 

Aaron J Garabedian

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*Wealth Management Services offered through Blue Oak Wealth Management, an affiliated company. Securities offered through Cetera Financial Specialist LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. 

Practice Areas

  • Financial Planning

  • Wealth Management 

  • Investment Advisory 

  • Risk Mitigation 

  • Insurance Services

  • Tax Accounting

  • Business Advisory

  • Tax Credits and Incentives 

  • Family Business Support 

  • Financial Reporting

 

Industries 

  • Family Business 

  • Agriculture & Food Processing 

  • Manufacturing & Distribution

  • Professional Service Firms 

 

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. 

Education 

California State University, Fresno- Bachelor of Science in Business Administration with an emphasis in Accountancy 

State Center Community College, Fresno-  AA General Studies 

 

Certifications 

  • Certified Public Accountant

  • Chartered Global Management Accountant 

  • Accredited Investment Fiduciary® 

 

Professional Affiliations 

  • American Institute of Certified Public Accountants 

  • California Society of Certified Public Accountants 

 

Other Licenses and 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 

Community Activities 

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. 

YOUR TRUSTED BUSINESS ADVISORS