This month I’ve decided to take a break from my typical financial musings to tell you about my experience as a volunteer on the fundraising committee at the Free Flight Exotic Bird Sanctuary. It was 2015. I had recently moved to San Diego and was spending a lot of time at their world-famous zoo. I’d never had any particular connection with birds, but after multiple trips to [Learn more...]
Sensible Updates
Frank Napolitano Earns His Chartered Financial Analyst Certification
Frank Napolitano, Senior Financial Advisor, has attained the Chartered Financial Analyst ® (CFA) charterholder designation, having passed all three exams on his first attempt. The CFA designation is a professional credential awarded by the CFA Institute. It is considered the gold standard for the investment industry. Candidates must pass three six-hour examinations that [Learn more...]
Laura Higgins: From Maps to Markets
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 Advisor. After graduating from [Learn more...]
Sensible Financial Named One of San Diego’s Top Financial Advisors for 2019
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 [Learn more...]
Erica Sibley, Sensible’s Operations and Disney Expert
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 justice from Northeastern, she stayed in Boston, living in [Learn more...]
New Employee Profile: Gyb Spilsbury Thinks Sensible Is Just Right
Gyb Spilsbury Photo credit: Colleen Bradley-MacArthur 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 [Learn more...]
Diane Shea Retires from Sensible Financial to Begin a New Adventure
Photo credit: Small Circle 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 the phone giving you information, [Learn more...]
