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Sarah G
Series 65
Fairmount, MN
Cetera Planning Partners
Sarah Gerhard is a financial advisor at Cetera Planning Partners with nine years of industry experience. She holds a Series 65 designation and has a background that includes nine years at Avantax Planning Partners, Inc. and a longstanding partnership at Erpelding, Voight & Co., LLP, a CPA firm where she reviews tax returns and meets with clients. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s investment approach emphasizes diversified allocations tailored to client objectives and risk tolerance, supported by ancillary services such as tax planning, bookkeeping, payroll, and estate-planning through a third-party provider.
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