Sarah Soria MBA, CFP®
With the heart and patience of a fifth grade teacher, Sarah has a passion for educating adults on topics that will lead them to financial security. Sarah combines her Masters of Business Administration and Certified Financial Planner training with 15 years of real world planning and asset management experience placing her in a position to bridge the gap between academic knowledge and real world application. Sarah approaches financial education and planning with a model that builds a relationship first, focussing on knowing her students and clients for who they are and what they want. From this solid relationship she is able to build a financial education roadmap that clearly addresses her student’s and client’s unique needs. Sarah embraced the opportunity to join AFEA as a way to give back to her local community by enriching students' lives through unbiased financial education.