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Want to "pick my brain" on a financial topic that is on your mind? Book your free 20 minute Ask Anything Session.
We put the needs of our clients first, deliver in-depth service and support throughout life long relationships.
My goal is to serve as a trusted advisor who clients can turn to for objective guidance and advice.
Independence is a significant competitive advantage that translates to value for our clients.
Personalized Financial Services
Financial services, tailored to you.
Welcome, I’m Sarin Barsoumian, CFP®, CRPC®, an independent financial advisor with LPL Financial. My top priority is to provide my clients with the guidance and resources necessary to make strategic financial decisions and to simplify their finances. Whether you are saving for retirement, your child’s education, or looking to achieve financial security, you may be unsure of what to do next or whether you can do anything at all. That’s where I come in.
My clients choose to work with me because I am honest, helpful, and a CERTIFIED FINANCIAL PLANNER™. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming. Whether you have significant assets to manage—or you are just starting to accumulate wealth—SMB Financial Strategies has the tools and services to fit your individual needs.
Only your personal financial circumstances, goals, and personality can determine what type of advisor and firm would suit you best. The most important piece to consider, however, is that no matter what kind of advisor you select, or which firm they are with, you must completely trust that person and feel confident that he or she will invest your money responsibly and act in your best interest at all times. Choosing the person who will oversee your financial well-being is, in my opinion, as important as choosing your doctor(s) – it will be extremely impactful on your quality of life. Contact me today to learn more about how my experience and independence can help you pursue your financial goals.
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