Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Ongoing Financial Planning Services are offered for a flat fee ranging from $100 to $3,000 per quarter. Fees are negotiable.
The Plan Services are rendered for a flat fee that is generally less than $10,000.
Contact
Sara Jean Zuckerman
Location
4333 Corbett Drive, #1038, Fort Collins, CO, 80525
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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
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.