Dana Anspach, Cfp®, Rma®

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

Founder and CEO @ Sensible Money, LLC
Scottsdale, AZ, US
Dana Anspach, Cfp®, Rma®'s Location
Scottsdale, Arizona, United States, United States
Dana Anspach, Cfp®, Rma®'s Contact Details

Dana Anspach, Cfp®, Rma® work email

Dana Anspach, Cfp®, Rma® personal email

n/a

Dana Anspach, Cfp®, Rma® phone numbers

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.

Dana Anspach, Cfp®, Rma®'s Current Company Details
Sensible Money, LLC

Sensible Money, Llc

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Founder and CEO
Scottsdale, AZ, US
Website:
sensiblemoney.com
Employees:
16
Dana Anspach, Cfp®, Rma® Work Experience Details
  • Sensible Money, Llc
    Founder And Ceo
    Sensible Money, Llc
    Scottsdale, Az, Us
    View
  • Sensible Money, Llc
    Founder & Ceo
    Sensible Money, Llc Jul 2011 - Present
    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.
    View
  • About.Com
    Writer For The Balance On The Topic Of Retirement Decisions
    About.Com Jun 2008 - May 2017
    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.
    View
  • Retirement Income Industry Association
    Chair Of The Practitioner Peer Review Committee
    Retirement Income Industry Association Aug 2010 - Dec 2015
    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/.
  • Wealth Management Solutions, Llc
    Principal/Financial Advisor
    Wealth Management Solutions, Llc Aug 2005 - Jun 2011
    Fee only registered investment advisory firm.
  • 1St Global
    Financial Advisor
    1St Global 2001 - 2005
    At 1st Global I was partnered up with CPAs that wanted to build a wealth management practice and assisted them in doing so.

Dana Anspach, Cfp®, Rma® Skills

Retirement Planning Investments Wealth Management Financial Advisory Investment Advisory Financial Planners Strategic Financial Planning Mutual Funds Portfolio Management Personal Finance Estate Planning Securities Pensions Insurance 401k Small Business Long Term Care Investment Management Tax Writing Asset Asset Managment Retirement Income Strategies

Dana Anspach, Cfp®, Rma® Education Details

  • Stagen Leadership Academy
    Stagen Leadership Academy
    Integral Leadership Program Certificate
  • University Of Florida
    University Of Florida
    Advertising
  • Investments & Wealth Institute
    Investments & Wealth Institute
  • Certified Financial Planner
    Certified Financial Planner

Frequently Asked Questions about Dana Anspach, Cfp®, Rma®

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 the current company?

Dana Anspach, Cfp®, Rma®'s current role is Founder and CEO.

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

Dana Anspach, Cfp®, Rma®'s email address is da****@****ney.com

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

Dana Anspach, Cfp®, Rma®'s direct phone number is +148071*****

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

Dana Anspach, Cfp®, Rma® attended Stagen Leadership Academy, University Of Florida, Investments & Wealth Institute, Certified Financial Planner.

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

Dana Anspach, Cfp®, Rma® has skills like Retirement Planning, Investments, Wealth Management, Financial Advisory, Investment Advisory, Financial Planners, Strategic Financial Planning, Mutual Funds, Portfolio Management, Personal Finance, Estate Planning, Securities.

Who are Dana Anspach, Cfp®, Rma®'s colleagues?

Dana Anspach, Cfp®, Rma®'s colleagues are David Schoenecker, Nancy Fellinger, Cfp®, Rma®, Ricp®, Clu®, Chfc®, Aep®, Beau Kemp, Cfp®, Rma®, Kathy Mealey Cfp®, Rma, Julio Lopez-Brito Mba, Ricp®, Suzanne Nagel, Bailey Thomas.

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