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ABOUT US
Sarah Soria, MBA, CFP®
Owner and Investment Advisor Representative
Sarah has been helping clients achieve their retirement goals with peace of mind and confidence since 2008. She is a CFP® and has her Series 6 and 63.
Sarah graduated from Cal Poly, San Luis Obispo with a Bachelor of Science degree in Agricultural Business and graduated from Sacramento State University with a Master of Business Administration degree.
Sarah was born and raised in Grass Valley, California. She married Josh in 2007 and they have 3 very energetic boys.
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Jennifer Seim
Licensed Producer
Jennifer has extensive experience in the mortgage and real estate industry. She gives confidence to clients by helping them understand their insurance coverage so they can have the peace of mind that their assets are adequately covered.
HOW CAN WE HELP YOU TODAY?
We look forward to getting to know you and your family. We are thrilled to help you find solutions to meet your long-term financial goals! We are dedicating to providing insurance and financial products that will provide you with the utmost protection and value.
Most importantly we are so glad you've chosen us and promise to provide a high standard of excellence and integrity in all we do.