Sasson Financial Group

CONNECT

Address:

2909 Ocean Drive Suite 3
Oxnard, CA 93035

Phone:

805.985.6809

Fax/Other:

805.985.2111

About Our Practice

Sasson Financial Group

2301 Roosevelt Blvd, Oxnard, CA 93035

Phone: 805.985.6809 Fax: 805.985.2111

The financial professionals of Sasson Financial Group are focused on personal financial planning. We are able to offer a wide selection of investment products and services that can be used to create and manage a complete financial plan. We take our clients through a financial planning process that includes developing goals and objectives, gathering all relevant data, recommending a financial plan, putting the plan to work, and active monitoring of the plan. We specialize in providing a complete plan that will take into consideration investments, tax strategies, estate planning, and insurance products and services to help our clients reach their financial planning goals.

  

Our goal is to guide, educate, and support our clients in
developing and managing a life-long financial plan
that is right for them today and will help them
reach their financial goals in the future.

   

ADVISORS

  

Marty Sasson, LUTCF is a Financial Planner™ who has provided his extensive financial knowledge to educate and manage affairs for hundreds of clients since 1983. Marty brings his broad background in retirement planning, estate planning, asset management, insurance planning, qualified and non-qualified retirement planning, executive fringe benefits planning and investment advisory services. Marty's Highlights:      

 

  • Marty is a Financial Planner (since 1986)
  • Long-term member of the National Association of Insurance and Financial Advisors NAIFA since 1983
  • Marty is a LUTCF
  • Life Underwriter Training Council Fellow since 1995, and has a degree in Life Insurance Marketing and had taught numerous agents LUTC as a moderator.
  • Marty is a Life and Qualifying member of the Million Dollar Round Table since 1995
  • Marty has qualified for 5 COURT of the TABLE and 9 TOPof the TABLE Qualifications as a Member of the Premier Association of Financial Professionals. He attends annual meetings to keep up with the changing financial climate and deliver cutting edge solutions for his clients.
  • Marty is a member of the International Forum since 2008
  • Licensed as a real estate agent.
  • Licensed as a Registered Representive since 1986 and holds the series 6,7,63,and 65
  • Los Angeles and Ventura County  resident and businessman since 1966
  • Planning and consulting with corporate owners, executives, and individuals since 1983 as well as Small-business owners.

 

BROKER-DEALER AFFILIATION

First Allied Securities, Inc.

Marty Sasson has the following certifications:

  • Securities Licenses: Stocks and Bonds, Mutual Funds, Limited Partnerships  (Investment Adviser Representative Licenses - CA, California Insurance License: Life, Health and Disability Insurance, Fixed Annuities, and Variable Annuities

Additional Information

  • To maintain our licenses and designations, we are required to earn 30 continuing education credits every two years.
  • We can furnish prospective clients with references upon request.
  • We will provide a no cost or obligation consultation to prospective clients so that we may determine if their needs and our practice are well matched.
PAYMENT & COMPENSATION

Payment to Sasson Financial Group may be in the form of:

  • Fee for financial planning (initial, hourly and/or retainer)
  • Fee based on percentage of assets managed (ranging from 0-2%)
  • Commissions and/or loads for investment products purchased
  • Trail fees on mutual funds or insurance products
  • Redemption fees on mutual funds or insurance products
  • Commission on insurance products purchased

Compensation Methods and Disclosure:

  • We can work with clients on a fee only basis
  • We can inform clients of the dollar amount of fees (commissions or loads) to be paid on the purchase of any product
  • Our clients’ interests come first. We will recommend products based on what is best for them and not based on which would give us more earnings. Our objective is to develop life-long clients.
  • When appropriate, we may refer clients to other professionals for related services out of our area of expertise. We do not receive referral fees from these professionals.
  • Our firm does not, nor does any affiliate or member of our firm, act as a general partner, participate in or receive compensations as a general partner from investments that we recommend.
CONTACT

Marty Sasson LUTCF;  Office 805.985.6809 Mobile 310.717.3439 Fax 805.985.2111 E-mail Marty@sassonfinancial.com   CA License # 0655863 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck