Frank Napolitano and Rick Miller will speak at the National Association of Divorce Professionals (NADP) annual conference in May. The advisors will discuss using the lifetime balance sheet to plan divorce settlements.
Frank Napolitano, Senior Financial Advisor, has attained the Chartered Financial Analyst ® (CFA) charterholder designation, passing all three exams on his first attempt.
The team at Sensible Financial is an eclectic bunch. Some started as academics, some as attorneys, and one, like the latest member of the Sensible team, Laura Higgins, began her professional life studying geography. Though she didn’t map out a career as a financial planner, Laura recently started working at Sensible as an Associate Financial[Learn more…]
Each year, AdvisoryHQ News’ editorial, research, and ranking teams identify and rank the top companies in financial services, wealth management, banking, investment management, accounting, consultancies, retail, financial advisory, and education. This year, they chose Sensible Financial for their list, 2019’s Top Financial Advisors & Wealth Management Firms in San Diego, CA. The publication lauded Sensible Financial[Learn more…]
There’s a new member of staff behind the front desk at Sensible; welcoming clients, answering queries over the phone — and that’s just the tip of the iceberg. Let’s meet Erica Sibley. Erica Sibley is a Massachusetts native through and through. She grew up in the Boston area, and after gaining her degree in criminal[Learn more…]
If you’ve visited the offices of Sensible Financial Planning lately, you may have noticed a new face among the bricks and artwork. Gyb Spilsbury, a recent graduate of Union College in New York, started as an Associate Financial Advisor on October 1st. Sensible’s newest team member is enjoying his new position and his new city.[Learn more…]
Eight and a half years ago, Sensible Financial had four employees. Diane made it five. Since then, the firm has more than doubled both in clients and in staff, and Diane has helped make that possible. She’s been the smiling face you see as you enter the Sensible Financial offices and the welcoming voice on[Learn more…]