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
- Website
- sensiblemoney.com
- Industry
- Financial Services
- Employees
- 16
- Founded
- 2011
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| David Schoenecker | COO | Tempe, Arizona, United States |
Email
Phone
|
| Robert Powell, Cfp®, Rma® | Co-founder, Finstream.tv | Swampscott, Massachusetts, United States |
Email
Phone
|
| Dana Anspach, Cfp®, Rma® | Founder & CEO, Author | Scottsdale, Arizona, United States |
Email
Phone
|
| Julio Lopez-Brito Mba, Ricp®, Tpcp™ | Certified Financial Planner™ | Miami, Florida, United States |
Email
|
Employees by Management Level
Individual contributor
6 profiles
Executive
3 profiles
Manager
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 3 | 3 | 2 |
| Finance | 3 | 3 | 1 |
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