Hires two new Junior Financial Advisors
Waltham MA: Sensible Financial® Planning announced today they have hired two Junior Financial Advisors to help keep pace with their growing financial planning practice. With over 200 advisory clients and $335 million in assets under advice, Sensible Financial has hired Steven Sylvia and Laura Williams as Junior Financial Advisors to assist the senior team in the development of comprehensive financial plans for their clients and prospects.
Rick Miller, Founder and President, commented, “Through their coursework and internship experience, both Laura and Steve have developed solid foundations in the main principles of financial planning, the issues involved, and approaches to address them. Their contributions will add to the strength of our team, help deliver sound financial planning advice, and deliver the premier-level client service that our clients need to reach their financial goals.”
Both Steven and Laura are recent graduates of Bentley University, Waltham Massachusetts. Laura earned her B.S. in finance and Steven received his B.S. in economics and finance in May of 2014.
About Sensible Financial Planning: Leveraging their industry experience and theoretically sound investing methodology, Sensible Financial uses a Lifetime Planning Approach to create financial plans designed to produce consistent results aligned to client’s goals and expectations.
Call us at (781) 642-0890 or email Rick Miller at rick.miller@sensiblefinancial.com for more information.