Josh Trubow will be taking parental leave to welcome a new baby. Fortunately, Sensible has policies in place to support his clients and him.
Sensible Updates
Sonja Murphy: Hockey Fan to Help Clients With Financial Goals
Sonja Murphy has joined Sensible as an Operations Associate. She’ll manage Rick Miller’s schedule, plan meetings, and train in operations.
AdvisoryHQ Ranks Sensible a Top San Diego Financial Advisor for 2020
AdvisoryHQ chose Sensible Financial as one of the top twelve financial planners and wealth managers in San Diego for 2020.
Laura Williams Earns Chartered Special Needs Consultant® Designation
Laura Williams, CFP® recently earned her Chartered Special Needs Consultant® designation from the American College of Financial Services.
Custodian Policy Changes Prompt Sensible Survey
When laws, regulations, or custodian policies change, potentially affecting our clients, Sensible’s financial advisors let them know.
The Environmental Impact of e-signatures
Sensible uses electronic signatures. Each year, DocuSign reports the estimated environmental impact of that choice. We also offer sustainable investments.
My Home Office Helps Me Produce and Enjoy Family
Chuck Luce has a summer home office and one for the rest of the year. Both have enabled him to be productive and see his family more.