Sara J. Zuckerman

RESET FINANCIAL PLANNING LLC

FORT COLLINS, CO 80525

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CRD#: 5052295

Professional summary

Sara Jean Zuckerman, CFP®, who also goes by Sara Jean Stoner, Sara Zuckerman, is a registered financial advisor currently at RESET FINANCIAL PLANNING LLC located in Fort Collins, Colorado and NECTARINE located in Scottsdale, Arizona.

Sara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Sara has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sara Jean Stoner | Sara Zuckerman

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

- Name of other business: Nectarine Financial, Inc. ("Nectarine") - Investment-related: Yes - Address: 1650 Garnet Ave, #1090, San Diego, CA 92109 - Nature of the other business: Investment advisor - Position/title/duties: Financial Planner - Start date: 10/2023 - Approximate number of hours/month devoted to the other business: 20 - Number of hours devoted during securities trading hours: 10

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sara Jean Zuckerman's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

July 27, 2023 - Present

RESET FINANCIAL PLANNING LLC

Office #1: 4333 Corbett Drive #1038, Fort Collins, CO 80525

RIA

CRD#: 324322

FORT COLLINS, CO

Current

April 11, 2024 - Present

NECTARINE

RIA

CRD#: 327155

Scottsdale, AZ

Past

August 19, 2021 - July 5, 2023

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

Scottsdale, AZ

Past

August 18, 2021 - July 5, 2023

VANGUARD MARKETING CORPORATION

CRD#: 7452

SCOTTSDALE, AZ

Past

February 25, 2019 - June 1, 2021

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

MILLBURN, NJ

Past

February 8, 2019 - May 28, 2021

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

MILLBURN, NJ

Past

December 21, 2017 - January 25, 2019

MORGAN STANLEY

RIA

CRD#: 149777

SHORT HILLS, NJ

Past

November 30, 2017 - January 25, 2019

MORGAN STANLEY

CRD#: 149777

SHORT HILLS, NJ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(7/27/2023)

IAR

California
(4/10/2024)

IAR

Colorado
(4/17/2025)

IAR

Texas
(11/15/2023)

IAR

Texas
(4/11/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/21/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/30/2017

General Securities Representative Examination

Current Firm

RESET FINANCIAL PLANNING LLC

CRD#: 324322 / SEC#:

Arizona

Registered Investment Advisory firm - (7/27/2023 Approved)

California

Registered Investment Advisory firm - (4/10/2024 Approved)

Colorado

Registered Investment Advisory firm - (4/17/2025 Approved)

Texas

Registered Investment Advisory firm - (11/3/2023 Conditional Restricted)

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Contact information

Main Address

4333 Corbett Drive #1038, Fort Collins, CO 80525

Mailing Address

Phone number

(480) 788-4624

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	5
AUM (Assets Under Management)	$ 1,213,952

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Sara J. Zuckerman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sara Jean Zuckerman's CRS (Customer Relationship Summary).

Certified licenses

Experience

RESET FINANCIAL PLANNING LLC

NECTARINE

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

MORGAN STANLEY

MORGAN STANLEY

State Registrations and Notice Filings

Exams

Series 66

Date: 12/21/2017

SIE

Date: 10/1/2018

Series 7

Date: 11/30/2017

Current Firm

RESET FINANCIAL PLANNING LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RESET FINANCIAL PLANNING LLC

TRUST BUT VERIFY

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