We Offer Expert Financial Guidance
Clear Financial Direction Starts with the Right Guidance and Support
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.
Clients Turn to Us for Steady Financial Direction
About Us
Building Long-Term Value Through Thoughtful Financial Planning
Sasoon Petrosian, MBA CA License #4478457, combines technical expertise with financial insight to deliver exceptional value. With over two decades of leadership experience in highly regulated industries, his professional journey is grounded in the belief that informed planning forms the foundation of lasting success.
As the founder of Petrosian Financial Group Inc, Sasoon empowers individuals with an "education-first philosophy," providing tools to make confident decisions. He holds both an M.S. in Mechanical Engineering from UC Berkeley and an MBA in Finance from San Jose State.
Services
Services That Support Planning, Protection, and Long-Term Goals
Life Insurance
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.
(401)k / IRA Rollover
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
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.
Estate Planning
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.
Long-Term Care & Disability
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.
Digital Client Vault
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.
Our Proven 3-Step Financial Planning Process
We follow a structured, client-focused approach designed to create clarity, confidence, and long-term financial security. Each step is tailored to your unique goals and circumstances, ensuring a strategy that grows with you.
step 1
Initial Consultation
Setting clear goals through data review, analysis, and discussion of priorities.
step 2
Data Gathering and Analysis
Developing a structured plan, presenting recommendations, and execution.
step 3
Implementation & Monitoring
Carrying out the plan, tracking progress, and reviewing performance regularly.
As Featured In
Educational Videos
Strategic
Strategic Planning Insights That Support Financial Growth
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.
Personalized Strategies
Structured plans are developed around the needs of individuals or business owners.
Long-Term Growth
Educational content focused on helping viewers think beyond short-term decisions.
Customer engagement
Supportive Planning for Retirement and Financial Transitions
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.
Income Assessment
Understanding resources and planning distribution over time.
Tax Withdrawal Strategies
Organizing withdrawals to reduce tax related setbacks.
Contact Us
Have questions about your next financial step? Use the form to reach out with your inquiry, and someone from our team will respond with clear and practical support.
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DBA Petrosian Financial & Insurance Services.
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The information provided herein is the exclusive property of Petrosian Financial Group, Inc. This material has been prepared for informational and educational purposes only. It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice. © 2025. Petrosian Financial Group, Inc.
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