Sara Jean Zuckerman
Investment adviser representative at Nectarine
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Seminars and workshops
Experience
12 years in the industry.
- NectarineOct 2023 to now
- Reset Financial PlanningJul 2023 to now
- Arizona State UniversityDec 2024 to May 2025
- The Vanguard Group, Inc.Jun 2021 to Jun 2023
- Fidelity Brokerage Services, LLCJan 2019 to May 2021
- Morgan StanleyOct 2017 to Jan 2019
- Goldman SachsOct 2013 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Nectarine
Legal name: Nectarine Financial, Inc.
$0Assets managed
3,210Clients
22Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5052295
- Firm CRD
- 327155