Sarah Gerber (AFC, CFP®, PMP)

Sarah Gerber focuses in the
following client markets or areas of practice:

Cash Flow/Budgets/Credit Issues

College/Education Planning

Financial Psychology/Coaching

Fixed Fee (Subscription, Retainer, etc.)

Investment Advice without Ongoing Management

Middle Income Client Needs

Planning Specialties

New grads preparing to start their first jobs and starting their financial life journeys
Early career women ready to overcome their intimidation of investing and finance
Young professionals looking to understand the next financial moves to build financial stability
Gen Z and Millennial couples looking to merge (or not merge!) their finances together
Anyone looking for a personal finance foundation that goes beyond money mindsets and budgeting

Additional Information

Not your traditional financial planner, Sarah Sprague Gerber runs her own fee-only financial planning and coaching firm, Momentum Financial Planning LLC. Her firm is focused on helping early career professionals and millennials build financial momentum through speaking engagements, 1/1 client programs, and education seminars. She also works in product management at personal finance fintech startup, MoneyLion. Bringing both her personal finance and product expertise to the profession, Sarah inspires young professionals to get started right with their finances early in their careers before they’ve built up the money for a traditional financial planner.

After graduating from the Massachusetts Institute of Technology (MIT) with a bachelor’s degree in Chemical-Biological Engineering and Biology, Sarah quickly discovered she needed to take control of her own personal finances and realized that others needed help too. Driven to learn more, she completed the UC Berkeley Extension Certificate Program in Personal Financial Planning in 2018, passed the CFP® exam, worked virtually for another fee-only firm, and also became an AFC®.

Sarah is passionate about breaking down barriers to ensure everyone has access to financial planning and financial education resources. She aims to transform money from a tough topic into a strong foundation for all. She also loves running, rock climbing, and reading!