Sara Zuckerman is a CFP-designated registered investment advisor at Nectarine, based in Fort Collins, CO, with 7 years of industry experience. Sara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 3,210 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Nectarine Financial offers ongoing financial planning services for a flat fee ranging from $100 to $3,000 per quarter. This includes guidance on budgeting, goal setting, investment guidance, retirement planning, insurance, debt reduction, estate planning, employer benefits, and email access to the advisor.
Nectarine Financial offers the following services:
- Hourly Services: Professional advice regarding specific financial planning topics for an hourly rate generally less than $500 per one-hour session.
- Plan Services: A thorough analysis of your financial life pursuant to a multi-week engagement for a one-time flat fee that is generally less than $10,000. This includes face-to-face meetings, document review, expert planning and analysis, implementation help, email support, and a custom financial plan.
Contact
Sara Zuckerman
Location
301 Remington Street, Fort Collins, CO, 80524
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Sara works as a financial planner for Nectarine Financial, Inc., an investment advisor, since October 2023. This takes about 10-20% of Sara's time, with about half of that time occurring during securities trading hours.
Employment History
Current Registrations
Nectarine
Reset Financial Planning LLC
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Morgan Stanley
Morgan StanleyBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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.