Our Story
Meet the Founder, Sarin Barsoumian
Sarin Barsoumian, CFP®
Founder & Lead Advisor
Sarin believes financial planning is about helping people make informed decisions with confidence.
She enjoys helping clients navigate complex financial questions and coordinating every part of their financial lives so they can focus on what matters most.
- CERTIFIED FINANCIAL PLANNER®
- Chartered Retirement Planning Counselor®
- 20+ Years of Experience
- Boston University Alumni, BS in Business Administration
- Independent Advisor Since 2009
Liana Bekelian
Servicing Advisor
Liana works closely with clients to help keep every recommendation moving forward.
Whether she's assisting with planning, answering questions, or coordinating the details behind the scenes, she's committed to making every client experience seamless.
- Series 7 & 66 Licenses
- Certified Notary Public
- UMass Boston Alumni
Kim Rudge, MSEd
Client Service Associate
If you've called our office, chances are you've spoken with Kim.
She helps ensure every client feels welcomed, informed, and supported from their very first interaction. From onboarding to ongoing service, she's dedicated to making the planning process as smooth and organized as possible.
- 10+ Years as a Special Education Teacher
- Simmons College Grad Alumni
- Worcester State Alumni
At SMB At SMB Financial Strategies, LLC, we value the
"Four Cs" - the core principles that guide everything we do:
Care: We treat our clients like family, prioritizing their goals, values, and financial well-being in every decision.
Courage: We embrace innovation and take a proactive, thoughtful approach to financial planning, helping clients navigate change with confidence.
Community: We believe in the power of connection, fostering strong relationships within our client network and giving back to the local organizations we care about.
Competence: We are dedicated to continuous learning, staying at the forefront of financial planning strategies and best practices to provide the highest level of expertise.