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Sara Zuckerman, MBA, CFP®

Sara Zuckerman, MBA, CFP®

Financial Planner

The Hour

  • Ask a financial advisor anything about investing in one hour
  • No commissions, products, or sales pitch
$350one time
Next Available: 8/20/2026 7:00 PM
View Availability

The Plan

  • An 8 week program to achieve a strategic plan for your financial life
  • Get an 8+ page financial plan
  • $0 due now, pay after your 1st meeting
$4,500one time
Next Available: October 2026

The Ongoing

  • Ongoing support and accountability when you need it
  • Quarterly video calls & unlimited emails
  • Annual 2 page financial checkup
$400/ month
(billed $1,200 every three months)
Currently no availability
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About Sara

8
years of experience
478
The Hour meetings
9
The Plan engagements
4.89
average review

Bio

Hi, I’m Sara! After spending 15 years in corporate finance, I decided to become a financial advisor so that I could make an impact on the lives of real people, not just stare at spreadsheets all day. I am passionate about educating my clients, so they feel empowered in making financial decisions. I believe that the key to a fulfilling life is aligning your resources (including your money) with your values and strive to help my clients do just that. I look forward to learning what is most important to you and helping you build a financial plan around that.

I Can Help You With

401k rollover
Budgeting
Debt management
Equity compensation
Getting started with investing
Investing for kids
Portfolio review
Tax planning

I Enjoy Working With

Business owners
Divorcees
Families with children
LGBTQ+ Community
Pre-Retirees
Retirees
Teachers & educators
Tech employees
Widowed Spouses
Young couples

Personal Stuff

I am the mom of three rambunctious boys so when I am not working, I try to keep them busy and tired so they don't tear down my house!

Education & Designations

Certified Financial Planner™
Since 2019
CDFA
Since 2022
University of Colorado
B.S. Business
NYU
MBA

Experience

Reset Financial Planning
Founder and Lead Planner
2023 – Present
Vanguard
Senior Financial Advisor
2021 – 2023
Fidelity
Financial Advisor
2019 – 2021
Goldman Sachs
Vice President
2005 – 2017

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Frequently Asked Questions

You can ask anything related to investing or personal finance! We are here to help you put your money in the right places so you can reach your financial goals.

The Hour: You'll fill out a short intake form so we can learn about you and your goals for our meeting! In your Nectarine account, you can also enter your personal financial information (net worth and budget details) as well as upload files to your Secure File Vault. We also recommend that you have any necessary account login information ready.

The Plan and The Ongoing: You'll get access to a financial planning portal where you can share your numbers, link your accounts, and upload the requested documents (we'll share a list).

The Hour: Yes, you will receive an email summary with important takeaways and resources so you'll know what to do next.

The Plan: Yes, you will receive a 8+ page roadmap on your full financial picture with detailed information on the next steps. Your advisor will be available to help you implement any items.

Yes, you can reschedule or cancel up to 24 hours before your appointment. Just click the reschedule link in your confirmation email or in your Nectarine account.

Yes, the meeting can be recorded for your records and made available in your Nectarine account shortly after your meeting. You can request for the recording to be turned off at any time or message us or your advisor before your meeting to request that the recording is never turned on. You can also request for the recording to be permanently deleted at any time.

We are confident that you will have a great experience, but if it did not meet your expectations just let us know & we'll refund 100% of your money. We're trying to make you rich, not sell you junk!
The endorsements displayed on this Website have been provided by clients who have completed an engagement with an Advisor. No compensation was paid for any endorsement and the endorsements may not necessarily be representative of all Nectarine experiences.
Sara Zuckerman, MBA, CFP® — Fiduciary Financial Advisor | Nectarine