About Us

Shaping Financial Plans with Purpose and Clarity

Petrosian Financial Group Inc. designs strategies to protect assets, support future goals, and provide clear direction for lasting financial stability.

With more than 20 years of leadership and financial planning experience, Sasoon Petrosian helps individuals, families, and businesses build a stronger financial future. Through education, strategic planning, and personalized guidance, he empowers clients to make confident decisions that protect what matters most and support long term growth.

  • Focused on Long Term Financial Security & Growth

  • Founder & President of Petrosian Financial Group

  • Education First Approach to Financial Planning

  • 20+ Years of Financial Leadership Experience

  • Life, Health & Protection Strategy Specialist

  • Licensed California Insurance Professional

  • MBA in Finance & Capital Markets

Helping clients make informed decisions today to create lasting financial confidence for tomorrow.

About Us

Building Long Term Value Through Thoughtful Financial Planning

Sasoon Petrosian, MBA CA License #4478457

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.

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.

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Build a Financial Foundation That Endures

Financial uncertainty doesn’t have to dictate your future. The Architecture of Financial Certainty explores a practical framework for protecting your money, reducing financial risk, and building wealth designed to withstand changing conditions.

Inside the book, you’ll discover how to think about your financial strategy like an architect thinks about a building starting with a strong foundation and creating a structure built for the long term.

Inside, you’ll learn how to:

  • Use permanent capital as part of your financial strategy

  • Protect your wealth from unnecessary financial risk

  • Create greater liquidity and financial flexibility

  • Build a financial strategy designed to endure

  • Build a more predictable financial foundation

  • Plan for retirement with greater confidence

  • Preserve wealth for future generations

Ready to build your financial foundation?

Explore the Book β†’

Sasoon Petrosian, MBA

Author of Architect of Financial Certainty

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.

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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. Β© 2025. Petrosian Financial Group, Inc.

Agency License # 6016969