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Nancy Fellinger, Cfp®, Rma®, Ricp®, Clu®, Chfc®, Aep® Email & Phone Number

Financial Planner at Sensible Money, LLC at Sensible Money, LLC

Location: Pawleys Island, South Carolina, United States 4 work roles 3 schools

1 work email found @sensiblemoney.com 3 phones found area 860 and 800 LinkedIn matched

✓ Verified Jul 2026 4 data sources Profile completeness 86%

Current company

Sensible Money, LLC

Role

Financial Planner at Sensible Money, LLC

Location

Pawleys Island, South Carolina, United States

Company size

10 employees

Who is Nancy Fellinger, Cfp®, Rma®, Ricp®, Clu®, Chfc®, Aep®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Nancy Fellinger, Cfp®, Rma®, Ricp®, Clu®, Chfc®, Aep® is listed as Financial Planner at Sensible Money, LLC at Sensible Money, LLC, a with 10 employees, based in Pawleys Island, South Carolina, United States. AeroLeads shows a work email signal at sensiblemoney.com, phone signal with area code 860, 800, and a matched LinkedIn profile for Nancy Fellinger, Cfp®, Rma®, Ricp®, Clu®, Chfc®, Aep®.

Nancy Fellinger, Cfp®, Rma®, Ricp®, Clu®, Chfc®, Aep® previously worked as Financial Planner at Sensible Money, Llc and Financial Planner for Those Experiencing Life Transitions at Planningwise Wealth With Coburn & Meredith. Nancy Fellinger, Cfp®, Rma®, Ricp®, Clu®, Chfc®, Aep® studied at Wheaton College Massachusetts.

Company email context

Email format at Sensible Money, LLC

This section adds company-level context without repeating Nancy Fellinger, Cfp®, Rma®, Ricp®, Clu®, Chfc®, Aep®'s masked contact details.

{first}@sensiblemoney.com

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AeroLeads found 1 current-domain work email signal for Nancy Fellinger, Cfp®, Rma®, Ricp®, Clu®, Chfc®, Aep®. Compare company email patterns before reaching out.

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Profile bio

About Nancy Fellinger, Cfp®, Rma®, Ricp®, Clu®, Chfc®, Aep®

At Sensible Money our specialty is building plans that help clients transition into retirement and delivering the retirement cash flows that we have projected. We make it our mission to create for our clients the freedom to live life without the thought of (or the worry about!) money. Retirement is the biggest financial decision you make, and many of the decisions that go with it cannot be undone. What you need to do it right is a specialist, not a general practitioner. We’re specialists. During my 25+ years in financial services, I've earned a number of professional designations, including: CERTIFIED FINANCIAL PLANNER™ practitioner - CFP®Retirement Management Advisor® - RMA®Retirement Income Certified Professional® - RICP®Accredited Estate Planner® - AEP®Chartered Life Underwriter® - CLU®Chartered Financial Consultant® - ChFC®

Current workplace

Nancy Fellinger, Cfp®, Rma®, Ricp®, Clu®, Chfc®, Aep®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Sensible Money, Llc

Financial Planner at Sensible Money, LLC

scottsdale, arizona, united states

Website

sensiblemoney.com

Employees

10

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Company profile

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4 roles · 28 years

Nancy Fellinger, Cfp®, Rma®, Ricp®, Clu®, Chfc®, Aep® work experience

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

Financial Planner

Current

Sensible Money, Llc

Pawleys Island, South Carolina

Sensible Money is a fee-only financial planning and investment advisory firm in Scottsdale, Arizona. Founded by noted author and retirement income expert Dana Anspach, CFP®, RMA®, Sensible Money's advisers work with clients throughout the United States.All clients go through a thorough planning process that is delivered over a series of strategy meetings. The result of this planning process is a solid understanding of what your retirement income will look like, when you can retire, and the decisions you can make to improve your retirement plan.

Sep 2018 - Present

Financial Planner For Those Experiencing Life Transitions

Planningwise Wealth With Coburn & Meredith

Simsbury, Connecticut

2009 - Aug 2018

Sagemark Consulting, Merrill Lynch & New England Financial

Wealth Planning Advisor

1999 - 2009 ~10 yrs

Consultant To Financial Advisors And Financial Advisor For Individual Clients

Financial Services

Shawmut Bank; CIGNA; The Hartford

Aug 1993 - Sep 1999

Team & coworkers

Colleagues at Sensible Money, LLC

Other employees you can reach at sensiblemoney.com. View company contacts for 10 employees →

SN

Suzanne Nagel Colleague at Sensible Money, LlcScottsdale, Arizona, United States View → KM

Kathy Mealey Cfp®, Rma Colleague at Sensible Money, LlcMarblehead, Massachusetts, United States View → BK

Beau Kemp, Cfp®, Rma® Colleague at Sensible Money, LlcChandler, Arizona, United States View → TD

Tabitha Daly, Cfp® Colleague at Sensible Money, LlcPhoenix, Arizona, United States View → AS

Amy Shepard, Cfp®, Rma®, Bfa™, Mba Colleague at Sensible Money, LlcScottsdale, Arizona, United States View → JL

Julio Lopez-Brito Mba, Ricp® Colleague at Sensible Money, LlcMiami, Florida, United States View → KK

Keri Kujawa Hoffman Colleague at Sensible Money, LlcDowners Grove, Illinois, United States View → BT

Bailey Thomas Colleague at Sensible Money, LlcSan Tan Valley, Arizona, United States View → DS

David Schoenecker Colleague at Sensible Money, LlcTempe, Arizona, United States View → OV

Oscar Vives Ortiz, Cpa/Pfs, Cfp® Colleague at Sensible Money, LlcTampa, Florida, United States View →

3 education records

Nancy Fellinger, Cfp®, Rma®, Ricp®, Clu®, Chfc®, Aep® education

Education record

Wheaton College Massachusetts

Activities and Societies: Wheaton College, Norton, Massachusetts; past member of the Alumnae/i Association Board of DirectorsAvailable.

Executive Education/Change Leadership

Cornell University

Summer Semester - Political Science

Georgetown University

FAQ

Frequently asked questions about Nancy Fellinger, Cfp®, Rma®, Ricp®, Clu®, Chfc®, Aep®

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

What company does Nancy Fellinger, Cfp®, Rma®, Ricp®, Clu®, Chfc®, Aep® work for?

Nancy Fellinger, Cfp®, Rma®, Ricp®, Clu®, Chfc®, Aep® works for Sensible Money, LLC.

What is Nancy Fellinger, Cfp®, Rma®, Ricp®, Clu®, Chfc®, Aep®'s role at Sensible Money, LLC?

Nancy Fellinger, Cfp®, Rma®, Ricp®, Clu®, Chfc®, Aep® is listed as Financial Planner at Sensible Money, LLC at Sensible Money, LLC.

What is Nancy Fellinger, Cfp®, Rma®, Ricp®, Clu®, Chfc®, Aep®'s email address?

AeroLeads has found 1 work email signal at @sensiblemoney.com for Nancy Fellinger, Cfp®, Rma®, Ricp®, Clu®, Chfc®, Aep® at Sensible Money, LLC.

What is Nancy Fellinger, Cfp®, Rma®, Ricp®, Clu®, Chfc®, Aep®'s phone number?

AeroLeads has found 3 phone signal(s) with area code 860, 800 for Nancy Fellinger, Cfp®, Rma®, Ricp®, Clu®, Chfc®, Aep® at Sensible Money, LLC.

Where is Nancy Fellinger, Cfp®, Rma®, Ricp®, Clu®, Chfc®, Aep® based?

Nancy Fellinger, Cfp®, Rma®, Ricp®, Clu®, Chfc®, Aep® is based in Pawleys Island, South Carolina, United States while working with Sensible Money, LLC.

What companies has Nancy Fellinger, Cfp®, Rma®, Ricp®, Clu®, Chfc®, Aep® worked for?

Nancy Fellinger, Cfp®, Rma®, Ricp®, Clu®, Chfc®, Aep® has worked for Sensible Money, Llc, Planningwise Wealth With Coburn & Meredith, Wealth Planning Advisor, and Financial Services.

Who are Nancy Fellinger, Cfp®, Rma®, Ricp®, Clu®, Chfc®, Aep®'s colleagues at Sensible Money, LLC?

Nancy Fellinger, Cfp®, Rma®, Ricp®, Clu®, Chfc®, Aep®'s colleagues at Sensible Money, LLC include Suzanne Nagel, Kathy Mealey Cfp®, Rma, Beau Kemp, Cfp®, Rma®, Tabitha Daly, Cfp®, and Amy Shepard, Cfp®, Rma®, Bfa™, Mba.

How can I contact Nancy Fellinger, Cfp®, Rma®, Ricp®, Clu®, Chfc®, Aep®?

You can use AeroLeads to view verified contact signals for Nancy Fellinger, Cfp®, Rma®, Ricp®, Clu®, Chfc®, Aep® at Sensible Money, LLC, including work email, phone, and LinkedIn data when available.

What schools did Nancy Fellinger, Cfp®, Rma®, Ricp®, Clu®, Chfc®, Aep® attend?

Nancy Fellinger, Cfp®, Rma®, Ricp®, Clu®, Chfc®, Aep® studied at Wheaton College Massachusetts.

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