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Sensible Money, LLC Employee Directory

Financial ServicesArizona, United States11-50 Employees

Sensible Money, LLC is a fee-only wealth management firm based in Scottsdale, Arizona, that emphasizes retirement planning through independent advisory guidance. Its planning process focuses on identifying and explaining retirement risks—such as longevity, inflation, over-spending, and sequence risk—and translating those risks into straightforward, understandable decisions before developing an investment plan aligned with clients’ income or accumulation goals. The firm targets individuals seeking holistic financial planning and a clearly defined path to retirement, delivering step-by-step advice designed to provide clarity and confidence in long-term financial decisions. As part of its operation within the financial services industry, Sensible Money positions itself as an advisory resource that combines a comprehensive income plan with an investment strategy tailored to clients’ retirement objectives. In recent activity, the firm participated in an event related to the Invesco BulletShares 2028 Corporate Bond ETF, reflecting continued engagement with investment products and markets in its professional domain.

Find Sensible Money, LLC employees' phone numbers or email addresses

Sensible Money, LLC Global Highlights

Location
Employees

North America
21

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  • United States Of America
    21

Sensible Money, LLC's Leadership

  • Stylized image of a person
    C. R.
    Senior Wealth Advisor
  • Stylized image of a person
    K. M.
    Financial Advisor
  • Stylized image of a person
    K. K.
    Client Services Associate

Sensible Money, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Accounting
  • Administrative
  • Other
  • Analytics

Contact profiles from Sensible Money, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    C. R.
    Senior Wealth Advisor
    Oct 18, 2024
  • Stylized image of a person
    K. M.
    Financial Advisor
    Jul 25, 2022
  • Stylized image of a person
    K. K.
    Client Services Associate
    Oct 17, 2024

Frequently Asked Questions

What is Sensible Money, LLC known for?

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Sensible Money, LLC was founded in 2011 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Sensible Money, LLC's company overview page for more information.

What is Sensible Money, LLC's most common email format?

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Sensible Money, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Sensible Money, LLC email formats with LeadIQ.

How many employees does Sensible Money, LLC have currently?

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Sensible Money, LLC has approximately 18 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Sensible Money, LLC's key employees and leadership?

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As of July 2026, Sensible Money, LLC's key employees include:

  • Senior Wealth Advisor: C. R.
  • Financial Advisor: K. M.
  • Client Services Associate: K. K.

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