Dana Anspach, CFP<sup>&reg;</sup> - Financial Advisor

Dana Anspach, CFP®

Sensible Money, LLC

4200 N Marshall Way, Suite 2
Scottsdale, AZ 85251
(480) 609-4336

General

Dana Anspach is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Sensible Money, LLC in Scottsdale, AZ and the surrounding communities.

Financial Advisor Experience

Dana Anspach, founder of Sensible Money, LLC, is a Certified Financial Planner™, Retirement Management Analyst™, and a Kolbe Certified™ Consultant. In 2018, Investopedia added Dana to their Top 100 Most Influential Advisor list for her ongoing contributions to financial literacy. She has been practicing as a financial planner since 1995, and writing as an expert on retirement-related topics since 2008, spending eight years as About.com's MoneyOver55 Expert, which has now evolved into the topic of Retirement Decisions at The Balance.com. She also contributes content to MarketWatch and is the author of Control Your Retirement Destiny (2nd Edition) and Social Security Sense. Dana is actively involved in the industry, serving on the Strategic Retirement Advisory Council for the Investments & Wealth Institute where she helps expand the reach of the Retirement Management Analyst® (RMA) designation. This designation takes a unique look at the risks faced by today’s retiree and teaches a planner how to design a plan that adequately addresses those risks.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - RMA, Retirement Management Analyst

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Asset Allocation, Investment Management, Mutual Funds, Retirement, Sudden Wealth, Women's Finances

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