Sarah Zoeller

Sarah Zoeller is a Personal Financial Planner at Cerity Partners, where she helps individuals and families navigate complex financial decisions with clarity and confidence. With a strong foundation in investor relations and capital markets, Sarah brings a deep understanding of Wall Street dynamics to comprehensive financial planning, bridging institutional-level insight with highly personalized client strategies.

Her experience spans investment strategy, equity compensation, tax and estate planning, and long-term wealth management, informed by hands-on exposure to market behavior, investor communication, and portfolio positioning. Sarah’s background in investor relations allows her to translate market trends, risk considerations, and investment performance into clear, actionable guidance for her clients.

At Cerity Partners, Sarah works closely with clients to align financial plans with their broader life and career goals—whether optimizing equity compensation, planning for liquidity events, or building resilient, long-term investment strategies. She is known for her ability to demystify complex financial concepts, offering thoughtful, transparent advice rooted in both strategic planning and real-world market experience.

Sarah’s approach combines analytical rigor with a client-first mindset, helping empower clients to make informed decisions and feel confident navigating today’s evolving financial landscape.

Learn more about my practice.