SMB Financial Strategies
Share
Welcome, I’m Sarin Barsoumian, CFP®, CRPC®, an independent financial advisor with LPL Financial. My top priority is to help clients make strategic financial decisions. I’ll take the time to listen and understand your goals, and help you build a plan to pursue them. My clients choose to work with me because I am honest, helpful, and a CERTIFIED FINANCIAL PLANNER™. This credential demonstrates my co
Behind every financial plan is a team that genuinely cares. đź’™
Let us introduce you to the people you’ll see in our office, on your calls, and working behind the scenes to help make your experience at SMB Financial Strategies a great one.
From our passion for financial planning to our love of travel, books and even dance parties, we’re a team dedicated to helping our clients feel confident and supported every step of the way.
Watch to meet Sarin, Liana, and Kim, and learn a few fun facts about each of us!
Behind every financial plan is a team that genuinely cares. đź’™
Â
Let us introduce you to the people you’ll see in our office, on your calls, and working behind the scenes to help make your experience at SMB Financial Strategies a great one.
Â
From our passion for financial planning to our love of travel, books, and even dance parties, we’re a team dedicated to helping our clients feel confident and supported every step of the way.
Â
Watch to meet Sarin, Liana, and Kim, and learn a few fun facts about each of us!
Â
TeamSpotlight
Feeling overwhelmed by your finances and not sure where to start?
You're not alone. Between retirement planning, taxes, and everything else life throws your way, it can be hard to know what should be on your radar and what can wait.
That's exactly why we created our financial planning checklists.
Whether you're starting a family, preparing for retirement, navigating a career change, or simply trying to get organized, our checklists can help you identify important planning opportunities and take the next step with confidence.
Visit our website to download the checklist that best fits your stage of life and start checking a few things off your list today. ✔️
07/09/2026
Book club is tonight đź“š
We’re discussing The Personal Librarian by Marie Benedict and Victoria Christopher Murray. A fascinating story inspired by the life of Belle da Costa Greene, the woman who rose to become J.P. Morgan’s personal librarian while carrying a closely guarded secret.
Rich with history, ambition, resilience, and identity, this book gives us plenty to talk about. Whether you were captivated by Belle’s journey, intrigued by the historical backdrop, or inspired by her determination, we can’t wait to hear your thoughts.
See you tonight for a great conversation!
07/02/2026
In observance of Independence Day, our office will be closed on Friday, July 3rd. 🎆
We'll be back in the office on Monday, July 6th.
Wishing you a safe, happy, and memorable Fourth of July weekend! 🌟
06/25/2026
✨ Client Win ✨
This month, we're celebrating a wonderful couple who recently set off on a European adventure, exploring new cities, experiencing different cultures, and creating memories together along the way.
After years of saving and planning, they're now enjoying the flexibility to travel, explore, and make the most of this chapter of life.
There’s nothing better than seeing clients enjoy the life they spent years preparing for. 💙
Click here to claim your Sponsored Listing.
Category
Telephone
Website
Address
1 Garfield Circle Unit 2
Burlington, MA
01803
