Sara Zuckerman (CDFA, CFP®, MBA)

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.