Sarah S. Gerber
MOMENTUM FINANCIAL PLANNING
LONGMONT, CO
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CRD#: 7030174
Professional summary
Sarah Sprague Gerber, CFP®, who also goes by Sarah Larue Sprague, Sarah Sprague, is a registered financial advisor currently at MOMENTUM FINANCIAL PLANNING LLC located in Longmont, Colorado.
Sarah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Sarah has worked at 1 firm and has passed the Series 65 exam.
Core Areas of Focus
Cash Flow/Budgets/Credit Issues
College/Education Planning
Financial Psychology/Coaching
Fixed Fee (Subscription
Retainer
etc.)
Investment Advice without Ongoing Management
Middle Income Client Needs
Biography
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.
After graduating from the Massachusetts Institute of Technology (MIT) with a bachelor’s degree in Chemical-Biological Engineering and Biology, Sarah quickly discovered she needed to take control of her own personal finances and realized that others needed help too. Driven to learn more, she completed the UC Berkeley Extension Certificate Program in Personal Financial Planning in 2018, passed the CFP® exam, worked virtually for another fee-only firm, and also became an AFC®.
Sarah is passionate about breaking down barriers to ensure everyone has access to financial planning and financial education resources. She aims to transform money from a tough topic into a strong foundation for all. She also loves running, rock climbing, and reading!
Question & Answer
What are your service offerings?
Debt Management
Tax Planning
Retirement Planning
Life Transitions
Investment Planning
Employee and Employer Plan Ben...
Budgeting
Comprehensive Financial Planni...
Are you a "fiduciary"?
Yes
Aliases
Sarah Larue Sprague | Sarah Sprague
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Sarah Sprague Gerber'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®
Start date: 2022
Experience
Current
February 21, 2019 - Present
MOMENTUM FINANCIAL PLANNING LLC
RIA
CRD#: 298861
LONGMONT, CO
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
Colorado(3/12/2021)
IAR
Texas(4/10/2023)
Current Firm
MF
MOMENTUM FINANCIAL PLANNING LLC
MOMENTUM FINANCIAL PLANNING LLC | SARAH SPRAGUE GERBER
CRD#: 298861 / SEC#:
Colorado
Registered Investment Advisory firm - (3/12/2021 Approved)Texas
Registered Investment Advisory firm - (1/31/2023 Conditional Restricted)PREMIUM
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Contact information
Main Address
Longmont, CO
Mailing Address
Phone number
(815) 670-6202
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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