Sensible, their advisors, and staff will become a part of Beacon Pointe Advisors creating a more integrated financial plan for clients.
Sensible Updates
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.
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.
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.
Olivia Harrison joins the Sensible Financial Team!
Olivia Harrison joins the Sensible Financial Team as an Associate Financial Planner, bringing with her a strong academic background.
The Top Three Sensible Financial Articles of 2023
Explore our top articles of 2023, addressing crucial topics like retirement, the SECURE Act 2.0, and saving on estate taxes through trusts.