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.