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Dana Anspach, Cfp®, Rma® Email & Phone Number

Founder and CEO at Sensible Money, LLC
Location: Scottsdale, Arizona, United States 6 work roles 4 schools
2 work emails found @sensiblemoney.com 2 phones found area 480 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 2 phones

Work email d****@sensiblemoney.com
Direct phone (480) ***-****
LinkedIn Profile matched
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Current company
Sensible Money, LLC
Role
Founder and CEO
Location
Scottsdale, Arizona, United States
Company size
16 employees

Who is Dana Anspach, Cfp®, Rma®? Overview

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Quick answer

Dana Anspach, Cfp®, Rma® is listed as Founder and CEO at Sensible Money, LLC, a with 16 employees, based in Scottsdale, Arizona, United States. AeroLeads shows a work email signal at sensiblemoney.com, phone signal with area code 480, and a matched LinkedIn profile for Dana Anspach, Cfp®, Rma®.

Dana Anspach, Cfp®, Rma® previously worked as Founder & CEO at Sensible Money, Llc and Writer for The Balance on the topic of Retirement Decisions at About.Com. Dana Anspach, Cfp®, Rma® holds Integral Leadership Program Certificate from Stagen Leadership Academy.

Company email context

Email format at Sensible Money, LLC

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{first}@sensiblemoney.com
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AeroLeads found 2 current-domain work email signals for Dana Anspach, Cfp®, Rma®. Compare company email patterns before reaching out.

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Profile bio

About Dana Anspach, Cfp®, Rma®

Sensible Money specializes in working with singles and couples age 55+ who are within ten years of their desired retirement date to plan their transition into retirement. We work with clients across the U.S. All clients go through a well-defined planning process that is delivered over a series of strategy meetings. The result of the planning process is a solid understanding of where your retirement income will come from, when you can retire, and what decisions you can make to improve your situation. Your probability of retirement success is tested in multiple ways, so you are confident in your level of preparedness. Clients tell us our planning process is one of the most valuable experiences they have had, as it leaves them in a place of knowing what to do instead of guessing.Services start with a complimentary introductory meeting. Call us to learn more, or feel free to complete our Pre Meeting Questions (https://www.sensiblemoney.com/premeeting/) and we will then reach out to learn more about you.

Listed skills include Retirement Planning, Investments, Wealth Management, Financial Advisory, and 19 others.

Current workplace

Dana Anspach, Cfp®, Rma®'s current company

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Sensible Money, LLC
Sensible Money, Llc
Founder and CEO
Scottsdale, AZ, US
Website
sensiblemoney.com
Employees
16
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Company profile
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6 roles · 26 years

Dana Anspach, Cfp®, Rma® work experience

A career timeline built from the work history available for this profile.

Founder & Ceo

Current
Sensible Money, Llc

Scottsdale, Arizona, Us

Sensible Money works with people age 55 and older, helping them structure investments in a way to provide consistent retirement income while coordinating when and how to use other sources of income such as Social Security or pensions so that everything works together in an effective way. I manage the firm and work with an incredible team of financial planners to deliver an amazing service.

Jul 2011 - Present

Writer For The Balance On The Topic Of Retirement Decisions

About.Com

New York, Ny, Us

For eight years I wrote for About.com as their MoneyOver55 Expert. This evolved into the topic of Retirement Decisions at The Balance where I continued to contribute until May 2017. I built hundreds of pages of content over the years! Content that is still widely used today.

Jun 2008 - May 2017

Chair Of The Practitioner Peer Review Committee

Retirement Income Industry Association

The Retirement Income Industry Association publishes the Retirement Management Journal. Articles submitted either go through the Practioner Peer Review Committee or the Academic Peer Review committee. Learn more at http://riia-usa.org/rmj/.

Aug 2010 - Dec 2015

Principal/Financial Advisor

Wealth Management Solutions, Llc

Fee only registered investment advisory firm.

Aug 2005 - Jun 2011

Financial Advisor

1St Global

At 1st Global I was partnered up with CPAs that wanted to build a wealth management practice and assisted them in doing so.

2001 - 2005 ~4 yrs
Team & coworkers

Colleagues at Sensible Money, LLC

Other employees you can reach at sensiblemoney.com. View company contacts for 16 employees →

BK Beau Kemp, Cfp®, Rma® Beau Kemp, Cfp®, Rma® Colleague at Sensible Money, LlcChandler, Arizona, United States View → OV Oscar Vives Ortiz, Cpa/Pfs, Cfp® Oscar Vives Ortiz, Cpa/Pfs, Cfp® Colleague at Sensible Money, LlcTampa, Florida, United States View → DS David Schoenecker David Schoenecker Colleague at Sensible Money, LlcTempe, Arizona, United States View → BT Bailey Thomas Bailey Thomas Colleague at Sensible Money, LlcSan Tan Valley, Arizona, United States View → KK Keri Kujawa Hoffman Keri Kujawa Hoffman Colleague at Sensible Money, LlcDowners Grove, Illinois, United States View → KM Kathy Mealey Cfp®, Rma Kathy Mealey Cfp®, Rma Colleague at Sensible Money, LlcMarblehead, Massachusetts, United States View → AS Amy Shepard, ​Cfp®, Rma®, Bfa™, Mba Amy Shepard, ​Cfp®, Rma®, Bfa™, Mba Colleague at Sensible Money, LlcScottsdale, Arizona, United States View → TD Tabitha Daly, Cfp® Tabitha Daly, Cfp® Colleague at Sensible Money, LlcPhoenix, Arizona, United States View → NF Nancy Fellinger, Cfp®, Rma®, Ricp®, Clu®, Chfc®, Aep® Nancy Fellinger, Cfp®, Rma®, Ricp®, Clu®, Chfc®, Aep® Colleague at Sensible Money, LlcPawleys Island, South Carolina, United States View → SN Suzanne Nagel Suzanne Nagel Colleague at Sensible Money, LlcScottsdale, Arizona, United States View →
4 education records

Dana Anspach, Cfp®, Rma® education

Integral Leadership Program Certificate

Stagen Leadership Academy

Bachelor Of Science, Advertising

University Of Florida

Education record

Investments & Wealth Institute

Education record

Certified Financial Planner
FAQ

Frequently asked questions about Dana Anspach, Cfp®, Rma®

Quick answers generated from the profile data available on this page.

What company does Dana Anspach, Cfp®, Rma® work for?

Dana Anspach, Cfp®, Rma® works for Sensible Money, LLC.

What is Dana Anspach, Cfp®, Rma®'s role at Sensible Money, LLC?

Dana Anspach, Cfp®, Rma® is listed as Founder and CEO at Sensible Money, LLC.

What is Dana Anspach, Cfp®, Rma®'s email address?

AeroLeads has found 2 work email signals at @sensiblemoney.com for Dana Anspach, Cfp®, Rma® at Sensible Money, LLC.

What is Dana Anspach, Cfp®, Rma®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 480 for Dana Anspach, Cfp®, Rma® at Sensible Money, LLC.

Where is Dana Anspach, Cfp®, Rma® based?

Dana Anspach, Cfp®, Rma® is based in Scottsdale, Arizona, United States while working with Sensible Money, LLC.

What companies has Dana Anspach, Cfp®, Rma® worked for?

Dana Anspach, Cfp®, Rma® has worked for Sensible Money, Llc, About.Com, Retirement Income Industry Association, Wealth Management Solutions, Llc, and 1St Global.

Who are Dana Anspach, Cfp®, Rma®'s colleagues at Sensible Money, LLC?

Dana Anspach, Cfp®, Rma®'s colleagues at Sensible Money, LLC include Beau Kemp, Cfp®, Rma®, Oscar Vives Ortiz, Cpa/Pfs, Cfp®, David Schoenecker, Bailey Thomas, and Keri Kujawa Hoffman.

How can I contact Dana Anspach, Cfp®, Rma®?

You can use AeroLeads to view verified contact signals for Dana Anspach, Cfp®, Rma® at Sensible Money, LLC, including work email, phone, and LinkedIn data when available.

What schools did Dana Anspach, Cfp®, Rma® attend?

Dana Anspach, Cfp®, Rma® holds Integral Leadership Program Certificate from Stagen Leadership Academy.

What skills is Dana Anspach, Cfp®, Rma® known for?

Dana Anspach, Cfp®, Rma® is listed with skills including Retirement Planning, Investments, Wealth Management, Financial Advisory, Investment Advisory, Financial Planners, Strategic Financial Planning, and Mutual Funds.

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