Sara Lourdes Epperly
Investment adviser representative at Partners In Financial Planning, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$913.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Partners In Financial Planning, LLCApr 2024 to now
- Partners In Financial PlanningSep 2023 to Mar 2024
- N/aJul 2023 to Aug 2023
- Salem City SchoolsJul 2014 to Jun 2023
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (VA).
Partners In Financial Planning, LLC
$913.6MAssets managed
396Clients
7Advisers
16 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
- 8234016
- Firm CRD
- 151980