MEET SARAH
My name is Sarah Sprague Gerber, CFP®, AFC® and just like most people, I had never taken a personal finance class when I graduated from college. After graduating from the Massachusetts Institute of Technology (MIT) with a bachelor’s degree in Chemical-Biological Engineering and Biology, I quickly discovered I needed to take control of my own personal finances (student loans, anyone?!) and realized that others also needed help determining the right financial life track.
Driven to learn more, I first researched information from books and articles online before finding and completing the UC Berkeley Extension Certificate Program in Personal Financial Planning in 2018. I also worked virtually for another fee-only firm for two years, passed the CFP® exam, and am now a CERTIFIED FINANCIAL PLANNER® professional.
I have also worked in program and product management in the tech world for a decade. Bringing both my personal finance and product expertise to the profession, I inspire young professionals and couples to get started on the right track with their finances early in their careers and relationships, before they’ve built up the money for a traditional financial planner. I’m passionate about breaking down barriers to ensure everyone has access to financial education resources and aim to transform money from a tough topic into a strong foundation for all.
I live outside Denver, Colorado with my husband Justin and daughters Evelyn and Corinne — and also love running, reading, and rock climbing!
ABOUT MOMENTUM
Momentum Financial Planning LLC helps early career professionals and couples get started on the right financial foot. By gaining the momentum needed to start a solid financial life, you can go on to build future flexibility and achieve life goals. Whether it's deciphering your employee stock compensation package, deciding what to do with your paycheck, determining how to invest your 401(k), or whether to contribute to a Roth IRA or pay down student loans, Momentum can help you navigate the new world that is your personal finances.
Early career professionals and new grads are very underserved by the financial planning industry and Momentum aims to change that. Momentum is advice-only for those who want to manage their own investments, but still want comprehensive financial guidance (including on investing!) along the way. By offering transparent fee-only pricing at affordable levels, Momentum helps people from all walks of life build a strong foundation and understanding of how to manage personal finances.
Momentum is a Registered Investment Advisor (RIA). This means that Momentum has a legal fiduciary duty to act solely in the best interests of its clients, and we at Momentum take this duty seriously.
Don't hesitate to reach out with any questions and we can talk through some options that will work for you. Give your personal finances a headstart with Momentum.