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Soracha Haley

Soracha Haley

Financial Planning Assistant

Financial Planning

Who I work with

Soracha is a dedicated Junior Financial Planner at Columbia Advisory Partners, with a passion for helping clients achieve their financial goals through strategic planning, tax efficiency, and maximized growth. After earning a Bachelor’s degree in Business Administration, majoring in Finance and Accounting, from the University of Washington, Soracha has spent the past twelve years immersing herself in the accounting and financial industry, with the last three years working closely with seasoned advisors to provide clients with comprehensive, well-rounded financial guidance.

How I work

What drives Soracha most is the ability to empower clients—helping them grow their portfolios and navigate the complex financial landscape with clarity and confidence. Taking a kind, friendly, and professional approach ensures that every client feels supported and understood throughout their financial journey.

About me

A strong motivation behind Soracha’s career in financial planning comes from a personal place—witnessing the struggles of her own family with finances. This experience fuels a deep passion to be the advisor that others can rely on to guide them through the stages of financial achievement, ultimately helping them reach their fullest potential. Soracha’s natural desire is to help people feel better and improve their lives beyond just financial matters.

What Soracha focuses on

Financial Planning

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