We Offer Expert Financial Guidance
Sound financial planning begins with clarity. With the right guidance, individuals and families can make informed decisions that support long-term goals, protect what matters most, and provide greater peace of mind through changing times.
About Us
With over two decades of leadership experience in highly regulated industries, Sasoon Petrosian combines technical expertise, financial insight, and a passion for lifelong learning to deliver exceptional value to his clients. A lifelong learner, Sasoon has devoted his career to helping others grow their businesses, enhance their financial well-being, and protect what matters most. His professional journey is grounded in the belief that informed planning, strong fundamentals, and steady growth form the foundation of lasting success.
As the founder and president of Petrosian Financial Group Inc., Sasoon is committed to providing comprehensive, long-term financial, insurance, and protection strategies tailored to each client’s unique needs. Guided by an “education-first philosophy”, he empowers individuals, families, and businesses with the knowledge and tools to make confident, strategic decisions about their future. Sasoon is adamant that wealth is not just about the money.
Sasoon earned both his B.S. and M.S. in Mechanical Engineering from the University of California, Berkeley, and an MBA with focus on Finance and Capital Markets from San Jose State University. Sasoon is a licensed insurance producer in California, specializing in Accident & Health or Sickness and Life insurance. Sasoon continues to educate the public with conservative yet powerful strategies for life and advanced markets.
Services
Services
Preparing for the unexpected is a key step in protecting those who matter most. These plans offer a way to provide financial security for loved ones when it’s needed most.
Rolling over retirement accounts can help simplify planning and set up a consistent income for later years. The right guidance can ensure these savings stay aligned with future goals.
Annuities are structured to provide income throughout retirement. There are multiple options available, each designed to support different stages of life and levels of financial need.
Planning ahead through wills, trusts, and power of attorney allows individuals to make key decisions about how their legacy is handled and how loved ones are supported.
Support with daily activities becomes more important over time. Long-term care planning helps manage costs and prepare for future needs, both physical and emotional.
Important documents deserve to be secure, organized, and accessible. This digital vault allows users to store everything from policies to medical directives in one protected place.
Business owners face unique risks—both for themselves and their teams. Insurance planning can help protect leadership, retain employees, and support the business during times of change.
Testimonials
Clear financial direction often begins with the right support. Whether it’s retirement planning or insurance strategies, personalized guidance has helped many move forward with confidence and structure.
They explained everything clearly and helped me plan my future with confidence. I feel secure knowing my finances are in good hands.
Client
“Professional, friendly, and always available to answer my questions. I couldn’t ask for better guidance.”
Client
“Working with them made retirement planning so much easier. I finally have peace of mind about my financial future.”
Client
“I was nervous about making financial decisions, but they guided me step by step. Now I feel confident and in control of my future.”
Client
“As a young professional, I wanted to start planning early. Their advice was simple, practical, and perfect for my goals.”
Client
Strategic
Video sessions offer guidance for individuals, families, and business owners looking to build a steady foundation and plan with purpose. From retirement and insurance to asset protection and tax efficiency, each topic is designed to clarify complex decisions through step-by-step explanation.
Structured plans are developed around the needs of individuals or business owners.
Educational content focused on helping viewers think beyond short-term decisions.
Customer engagement
Retirement decisions often involve income reviews and tax considerations. Structured assessments can help clarify what’s available, what’s needed, and how to plan for what’s ahead—without surprises.
Secure Storage
Document storage should support clarity and function over time. A secure system for organizing and retrieving key financial files helps maintain structure and reduces the chances of misplacing valuable records.
Supporting efforts to lower taxable impact through planning.
Structured to keep records aligned with filing requirements.
Helping assign documents and assets for clearer access.
