1 Garfield Circle
Founder & LPL Financial Advisor
After earning her Bachelor of Science in Business Administration from Boston University, Sarin started her career as a Financial Advisor with Ameriprise Financial. Frustrated with the struggle between what management wanted her to do and what was in the best interest of her clients, Sarin decided to go independent and join LPL Financial in 2009. This transition allowed her to serve as a trusted advisor who clients can turn to for objective guidance and advice. As an independent advisor, Sarin could put her clients and their needs first.
Since 2005, Sarin has been helping clients define and pursue their financial goals. She believes that the most effective way to make a true impact on her clients' finances is to build long-term relationships. A cornerstone of the SMB Client Service model is open communication based on objectivity and trust. Sarin's consultative approach encourages her clients to be an active participant in the financial planning process, to build on their experience and judgement, and supply them with the knowledge they need to make important, informed decisions.
Contributing to the Women in Finance movement - not just financial literacy and advocacy, but also encouraging more women to join the male dominated industry is a cause that Sarin is very passionate about. She has partnered with LPL's Diversity & Inclusion team as well as her alma mater, Boston University, to work on different initiatives with this goal in mind.
Out of the office, Sarin and her husband, Albert, are busy keeping up with their sons, Samuel and Christian. As a family, they enjoy traveling, biking and dance parties.
Financial Planning Assistant
Lumina joins the SMB Financial Strategies, LLC team with a diverse background and a passion to learn. In her current role, she is responsible for executing on all aspects of the client experience - from client engagement to client onboarding and client service.
Lumina holds a Bachelor's Degree in Art and a Master’s Degree in Education from Portland State University as well as a certificate in Non-Profit Management from Boston University. She is also a certified Yoga and Meditation teacher focusing on Trauma Informed Practice and children's mindfulness. Prior to joining SMB, she owned her own business teaching Art and Yoga to individuals and families.
Lumina is passionate about increasing Financial Wellness and Education for communities that have traditionally been underrepresented in the financial planning industry. We are excited to share that she recently enrolled in Boston University’s CFP® program to become a CERTIFIED FINANCIAL PLANNERTM!
When she is not working, you can find Lumina on the soccer field or basketball court cheering on her son and daughter. As a family, they enjoy painting with acrylic on canvas and playing music together as a novice family band.
Digital Marketing Manager
Sean supports the SMB Financial Strategies LLC team in growing our digital presence and staying in communication with our clients via social media and email.
He graduated from the University of North Carolina at Charlotte with a bachelor's degree in Mass Media Communications.
In his free time Sean enjoys spending time with his wife and six month old son, playing with his two year old Goldendoodle and all things basketball.