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.
About Us
Building Long-Term Value Through Thoughtful Financial Planning
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.
Clients Turn to Us for Steady Financial Direction
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.
Insurance for Business Strategy
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
Real Client Experiences with
Financial Planning that Works
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.
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.
95%
Income Assessment
Understanding resources and planning distribution over time.
95%
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.
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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