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Building Multigenerational Bonds with Trust: Insights from Sarin Barsoumian, CFP®, CRPC®

The Active Advisor Podcast (Episode 17)

In this episode of The Active Advisor, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Sarin A. Barsoumian, CFP®, CRPC®, Founder and LPL Financial Advisor at SMB Financial Strategies.

Join us as we discuss the following topics:

  • Sarin’s a-ha moment with money
  • Her reason for setting up her company and the founding journey 
  • Building multigenerational bonds with trust and open communication
  • Serving a family, not just individual clients
  • Driving advocacy for more women in financial advisory

Sarin has over 18 years of experience in financial advisory. 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 founded SMB Financial Strategies in 2009. 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 to build multigenerational bonds.


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