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Sara Lourdes Epperly

Partners In Financial Planning, LLC

Salem, VA

CRD 8234016

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Employer firm

Partners In Financial Planning, LLC CRD 151980

$914M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Partners In Financial Planning, Llc

421 South College Avenue, Salem, VA 24153 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-03-22
  • VA RA
    APPROVED
    Since 2026-03-22

Branch Locations

421 South College Avenue, Salem, VA 24153 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Salem City Schools Salem VA 07/2014 06/2023
Partners In Financial Planning Salem VA 04/2024 Present
N/A Salem VA 07/2023 08/2023
Partners In Financial Planning Salem VA 09/2023 03/2024
  • 07/2014 → 06/2023
    Salem City Schools
    Salem, VA
  • 04/2024 → Present
    Partners In Financial Planning
    Salem, VA
  • 07/2023 → 08/2023
    N/A
    Salem, VA
  • 09/2023 → 03/2024
    Partners In Financial Planning
    Salem, VA
Designations
  • Certified Financial Planner
Other Names
  • Sara Epperly

View on SEC IAPD

Nearby Firms

VESTED PARTNERS: A MULTI-FAMILY OFFICE
C4T LLC
EDWARD JONES

Nearby Investors

DAVID WAYNE ELLIS
Rose Funkhouser
RICHARD KEITH BRYAN

Nearby Offices

VESTED PARTNERS: A MULTI-FAMILY OFFICE · SALEM, VA
C4T LLC · SALEM, VA
EDWARD JONES · SALEM, VA

More in Salem, VA

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