Sarah Soria CFP®, MBA, BPC

Sarah is CEO and co-founder of Encompass Financial Planning coming from a background of 15 years of experience in the financial industry.  She holds a Masters of Business Administration from Sacramento State University and is a Certified Financial Planner—a leading designation in the industry. Additionally, she is certified in the Bucket Plan Best Interest Process.  Sarah places the highest value on developing a personal relationship with her clients uniquely positioning her to truly create a personalized financial plan with ongoing wealth management. Sarah prides herself on approaching her clients with a very approachable demeanor with the ability to distill complex financial concepts into terms that her clients can fully understand.  Sarah holds her fiduciary duty to the highest standard always acting in her clients best interest. Additionally, Sarah has a passion for helping divorced and single women navigate the complex financial world.

Sarah was born and raised in Grass Valley, CA. Josh was born and raised southern CA, but always dreamed of living in a small mountain town. They both currently resides in Grass Valley with their three growing boys. When Sarah is not working with clients she enjoys crafting, baking, and most of all spending time on the lake or at the beach with her family.  When Josh is out of the office, he can be found in the outdoors running, skiing, or biking often with this boys and Sarah in tow. Both Josh and Sarah are  highly involved in youth activities locally serving on the board for the local lacrosse league and routinely supporting field work and educational experiences at their sons’ school.

Josh Soria MS, BPC

Josh is Chief Operation Officer and Co-Founder of Encompass Financial Planning. He has a Masters of Science in Physical Therapy and spent 15 years rehabilitating people with neurologic conditions and managing several departments within our hospital system. Josh is an Investment Advisor Representative and is Bucket Plan Certified. Josh comes to the financial industry with a unique perspective from the health care industry allowing him to distill the salient points of a financial plan from the bigger constellation of data points provided by the client. Josh also brings a perspective of empathy and compassion to financial planning and wealth management understanding that clients may often feel insecure about their financial knowledge or past financial choices. Josh places a strong emphasis on education as the foundation of the services he provides, thus enabling his clients to make sound and informed financial decisions.  Josh has a passion for providing financial coaching and counseling to his clients taking the time to sit with them and help them create a budget and a process for managing their month to month finances.  

 

Dallas Scoffield CSA

Dallas graduated with her Business Management degree from Brigham Young University-Idaho and has nearly 20 years of experience working in the financial planning industry. She is a proud mom of 5 children and loves watching them excel at their individual talents.

In her free time, Dallas enjoys skiing with her family, kayaking, reading, and serving on the boards of two local charitable organizations in her community.

She handles client portfolio reporting, interaction with our custodians (including new account set up, transfers, and questions about your accounts), and invoicing and payments.  She works closely with clients to make sure that all of the necessary accounts are set up correctly and to handle special requests regarding client accounts.