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Sara Zuckerman (CDFA, CFP®, MBA)

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

  • Divorce Planning
  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Our services include ongoing comprehensive financial planning, investment management, tax-efficient retirement income strategies, estate and risk planning, and ongoing decision support. We charge a transparent annual flat fee based on complexity, typically $10,000–$15,000. Limited project engagements begin at $3,600.

Additional Information

I’m a CERTIFIED FINANCIAL PLANNER™ professional who specializes in guiding clients through meaningful financial transitions with steady, organized support. My approach is warm, clear, and centered on helping clients feel confident and well-prepared as they move into their next chapter.

My professional background includes roles at Goldman Sachs, Fidelity, and Vanguard, as well as serving as a Faculty Associate in Arizona State University’s financial planning program. I hold an MBA from New York University and a bachelor’s degree in finance, along with advanced training in comprehensive financial planning and divorce financial analysis.

I work best with clients who value partnership, transparency, and a long-term relationship with a planner who truly understands their full financial picture.

NAPFA Start Date

August 09, 2023

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

301 Remington Street Fort Collins, CO 80524 Phone: +1 (970) 232-3171
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