Sara Zuckerman (CDFA, CFP®, MBA)
Sara Zuckerman focuses in the
following client markets or areas of practice:
- Divorce Planning
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Women's Financial Planning Issues
- Divorce Planning
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Women's Financial Planning Issues
Planning Specialties
• Women in Transition
• Divorce Financial Planning
• Career Change Planning
• Widow/Widower Support
• Inheritance Planning
• First-Time Wealth Builders
• Pre-retirees and Retirees
Additional Information
As a fee-only financial advisor, I partner with women navigating significant life changes to create clarity around their money decisions. I believe professional financial guidance should be accessible without requiring a million-dollar portfolio. My approach combines technical expertise with emotional intelligence, helping clients move forward with confidence during life's biggest transitions.
NAPFA Start Date
August 09, 2023
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