Sensible Financial has hired two Associate Financial Advisors. Marie St. Clare and Nicholas Rosa began recently and are happy to be part of the team.
Josh Trubow, MSFP, CFP ® recently earned the position of Senior Financial Advisor at Sensible Financial Planning and Management.
Marina Cekani joins Sensible Financial as an Operations Associate with a passion for financial planning and a love of family and travel.
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…]