Sara Zuckerman (CDFA, CFP®, MBA)

Sara Zuckerman focuses in the
following client markets or areas of practice:

  • AUM
  • College/Education Planning
  • Divorce Planning
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • High Net Worth Client Needs

Additional Information

My career in financial services began over twenty years ago in New York. I spent the early years working in accounting, finance and marketing at some of the largest firms on Wall Street. But something was missing. I was unfulfilled by long days with spreadsheets and little human interaction. I longed for work that could make an impact, and that was more aligned with my personal values.

I became a financial advisor so that I could 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. And having been through a number of significant life transitions myself, including my parents’ divorce, I am passionate about supporting women as they navigate life’s challenges.

While I was born and raised in Colorado, I spent 18 years living on the east coast before recently relocating to Scottsdale, AZ. Here I am enjoying life in the desert with my husband and our three sons. We spend our time busy with the kids’ sports and activities. When I have a spare moment, you can find me in my kitchen cooking, hiking in the desert, skiing (when we can get far enough north to find snow) or reading.

NAPFA Start Date

August 09, 2023


This Office

Virtual Scottsdale, AZ 85259 Phone: (480) 788-4624