Sarah Gerber is a CFP-designated registered investment advisor at Momentum Financial Planning LLC, based in Longmont, CO, with 7 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 32 clients.
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Momentum Financial Planning does not provide investment management services or manage client assets. They provide investment advice, but clients are responsible for implementing recommendations.
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Sarah Gerber
Location
Longmont, CO
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No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Momentum Financial Planning LLC
State Registrations2 states
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Not your traditional financial planner, Sarah Sprague Gerber runs her own fee-only financial planning and coaching firm, Momentum Financial Planning LLC. Her firm is focused on helping early career professionals and millennials build financial momentum through speaking engagements, 1/1 client programs, and education seminars. She also works in product management at personal finance fintech startup, MoneyLion. Bringing both her personal finance and product expertise to the profession, Sarah inspires young professionals to get started right with their finances early in their careers before they’ve built up the money for a traditional financial planner.