Sara Zuckerman, CFP™, CDFA®
FINANCIAL PLANNER
I am a Certified Financial Planner™ (CFP) and Certified Divorce Financial Analyst® (CDFA) dedicated to helping women navigate the financial complexities of life transitions, particularly during and after divorce or widowhood. As the Founder and Lead Planner at Reset Financial Planning, I offer a unique approach tailored to the needs of women who find themselves suddenly single in mid-life. My mission is to help my clients align their financial resources with their values, guiding them to confidently plan for the next chapter of their lives.
Having worked with larger firms for several years, I saw the need for more personalized, client-centered financial guidance, which led me to establish Reset Financial Planning. This boutique firm allows me to work closely with a select number of clients, offering the emotional support, guidance, and insight necessary during challenging life transitions. With a strong belief in the power of informed decision-making, I am passionate about supporting women as they navigate the financial aspects of divorce and widowhood.
In addition to my professional credentials, I hold an MBA from New York University’s Stern School of Business and a BS in Business from the University of Colorado. Outside of work, I enjoy spending time with my husband and three sons, engaging in various activities such as cooking, hiking, skiing, and reading.