Sensible, their advisors, and staff will become a part of Beacon Pointe Advisors creating a more integrated financial plan for clients.
New Team Member Sees Financial Planning as a Helping Profession
Benjamin (Benny) Mander’s desire to help people led him to Sensible Financial. He thinks of financial planning as a helping career.
What Did Marie St. Clare Learn About Budgeting and Budgeting Apps?
Hear what financial advisor Marie St. Clare learned while testing budgeting apps, and which features can help you stay on track.
Sensible Welcomes New Operations Team Member
The operations team at Sensible has a new associate. Meet Paul Burgholzer, and hear about his path to the financial services industry.
Sensible Advisors Attend NAPFA Conference in Texas
Financial advisors from Sensible Advisors attended the NAPFA Spring National Conference in Texas, gaining insights on tax savings, IRAs, long-term care planning, and estate taxes.
Olivia Harrison Learns Something New Every Day and Loves It
Olivia Harrison joined Sensible in October of 2023, and has been working hard in her new position as an Associate Financial Planner.
Sensible Financial Adds Two New Team Members
The Sensible Financial team is constantly learning and growing. This month, we welcome new employees, Ellen and Brandon.