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Sara Zuckerman, CFP®, CDFA® is the founder of Reset Financial Planning, a flat-fee fiduciary firm that helps clients simplify and organize their wealth. Prior to founding Reset, Sara worked with leading financial firms including Goldman Sachs, Fidelity, and Vanguard, gaining broad expertise in investments and financial planning. She now combines that experience with a client-centered approach focused on clarity, transparency, and confidence in every stage of life.
