Sara Zuckerman, CFP®, CDFA®

As a financial advisor focused on serving women, I help my clients build confidence and clarity around their finances. Whether you’re advancing in your career, planning for the future, or navigating life changes, I’m here to help you create a strong financial foundation.

Becoming a financial advisor allowed me to leverage my financial knowledge while having a positive impact in my clients’ lives. After several years working for larger firms, I decided to forge my own path and start Reset Financial Planning.

Starting my own practice allows me to work with a smaller number of clients, in a deeper and more personal way. I have been through a number of significant life transitions myself, including my parents’ divorce. As such, I am passionate about supporting women as they navigate life’s challenges.