Our History
Before Encompass Financial Planning, there was Foothills Financial and Insurance Services, where co-founder and CEO, Sarah Soria Link to bio CFP®, MBA, BPC, gained extensive experience in financial planning as the former firm’s founder and lead advisor. Chief Operation Officer and co-founder, Josh Soria, Link to bio MS, BPC left the healthcare industry to become a financial advisor after realizing how rewarding it is to help people combat their financial challenges and achieve their goals.
Our Team
Together, we share over 15 years of experience helping clients achieve financial prosperity and clarity. With Sarah’s expertise and passion for helping divorced and single women navigate the complex financial world and Josh’s understanding of the unique challenges and opportunities for medical professionals, you can rest assured all your distinctive financial needs will be covered. Let’s connect to talk about your financial goals and how we can help you achieve them with comprehensive financial planning.
