New Office Located in San Diego, California
3111 Camino Del Rio N #400 | San Diego, CA 92108 | (619) 573-4131
Waltham, MA: Sensible Financial® Planning announced today the opening of a new West Coast office in San Diego, CA. Frank Napolitano, a Financial Advisor with Sensible Financial since 2012, will be relocating to head up the new office.
The new office enhances the firm’s ability to provide financial planning and advice to their expanding and geographically diverse client base (over 200 advisory clients and $335 million in assets under advice).
Rick Miller, Founder and CEO, commented, “This is an important step for Sensible Financial. It offers our clients on the West Coast expanded access to personal interaction with us including the opportunity to discuss their financial needs face-to-face with a Sensible Financial Advisor. The new office features state-of-the-art video conferencing capabilities enabling Frank and our clients to connect with the entire Sensible Financial team for formal meetings and ad hoc discussions.”
Frank Napolitano, Financial Advisor remarked, “Our clients in the western United States are very important to Sensible Financial Planning and I am looking forward to providing them with personal service for their day-to-day financial needs, as well as helping them achieve their long term financial goals. I’m glad that I will also be able to continue to serve my clients on the East Coast, and to meet with them in person on regular trips back to Boston.”
Frank has a B.A. from Harvard University and a J.D. in Business and Financial Law from Boston University School of Law. He is a CERTIFIED FINANCIAL PLANNER® professional and a member of the American Bar Association, the Massachusetts Bar Association, the Financial Planning Association (FPA), and the National Association of Personal Financial Advisors (NAPFA).
About Sensible Financial Planning: Leveraging rigorous analysis and a theoretically sound investing methodology, Sensible Financial applies its Lifetime Planning Approach to create practical financial plans aligned to each client’s goals and expectations.