About Us
Petrosian Financial Group Inc. designs strategies to protect assets, support future goals, and provide clear direction for lasting financial stability.
About Us
Sasoon Petrosian, MBA
CA License #4478457
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.
At Petrosian Financial Group Inc., the focus is on building long-term financial stability through informed planning and thoughtful strategy. The firm brings together seasoned professionals and respected insurance providers to offer guidance that protects what clients have built and supports the lifestyle they’ve worked hard to maintain. With a mission rooted in education and a vision shaped by changing economic landscapes, the team provides personalized strategies designed to prepare individuals, families, and businesses for the years ahead. Every proposal is carefully reviewed by experts with decades of experience, ensuring each plan aligns with real goals, real needs, and to the 3 strategic steps below.
Setting clear goals through data review, analysis, and discussion of priorities.
Developing a structured plan, presenting recommendations, and execution.
Carrying out the plan, tracking progress, and reviewing performance regularly.
About Services
Keeping important documents organized and accessible is key to managing long-term plans. A secure system can hold financial, investment, and insurance records in one place, making them easier to access when needed.
Organizing and storing essential documents to support strategic planning.
Maintaining records that track asset performance and allocation.
Safeguarding files that help manage and prepare for potential risks.
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.
