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.
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Verified contacts
15
available on Kipplo
LinkedIn employees
17
11 to 50 range
Open roles
—
no listings
Distinct roles
11
indexed titles
Tech stack
2
tools in use
Monthly traffic
1.6K
organic / mo
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Decision-makers and verified team members
15 contacts with verified email or phone · masked until revealed.
- KM
Kathy Mealey
Financial Advisor · Finance & Accounting
EmailPhone - NF
Nancy Fellinger
Financial Planner · Finance & Accounting
EmailPhone - MM
Meghan McCarthy
Operations and Technology Lead · Other
EmailPhone - LW
Liea Ward
Office Manager · Operations
EmailPhone - SN
Suzanne Nagel
Office Manager · Operations
EmailPhone - BA
Bailey Arrington
Client Services · Customer/Client Service
EmailPhone - JL
Julio Lopez-Brito
Financial Planner & Tax Specialist · Finance & Accounting
EmailPhone - MH
Matt Hershey
Financial Planning Technician · Finance & Accounting
EmailPhone - TD
Tabitha Daly
Financial Planning Analyst · Finance & Accounting
EmailPhone
Showing 9 of 15 verified contacts
Top roles at Sensible Money, Llc
11 distinct titles indexed · top 10 shown.
- 2client services associate
- 2office manager
- 1client services
- 1financial advisor
- 1financial planner
- 1financial planner & tax specialist
- 1financial planning analyst
- 1financial planning technician
- 1operations and technology lead
- 1partner
- +1more titles
Sign up to unlock all 15 contacts at Sensible Money, Llc
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