Sensible Money, LLC

Sensible Money, LLC

Financial Services Scottsdale, Arizona, United States 16 employees
Employees
16
Contacts
4
Emails
4
Phones
3

Sensible Money, LLC Overview

Headquarters
Scottsdale, Arizona, United States
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
16
Founded
2011
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Sensible Money, LLC

Sensible Money is a fee-only wealth management firm that brings calm, clarity, and comfort to retirement planning with straight forward, step-by-step advice from independent advisors. The planning process is designed to look at all the retirement risks you face, such as longevity, inflation, over-spending, and sequence risk. These concepts and available decisions are then explained in language you can understand. Once a holistic income plan is in place, an investment plan is created that aligns to your income or accumulation goals.

Sensible Money, LLC Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
3
75.0% coverage

Sensible Money, LLC Org Chart

Sample employees and titles
Name Title Contact
David Schoenecker COO
Email Phone
Robert Powell, Cfp®, Rma® Co-founder, Finstream.tv
Email Phone
Dana Anspach, Cfp®, Rma® Founder & CEO, Author
Email Phone
Julio Lopez-Brito Mba, Ricp®, Tpcp™ Certified Financial Planner™
Email

Employees by Management Level

Individual contributor 6 profiles
Executive 3 profiles
Manager 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 3 3 2
Finance 3 3 1

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