Sensible Financial Planning and Management

Sensible Financial Planning And Management

Investment Management, 203 Cres St, Waltham, Massachusetts, 02453, United States, 11-50 Employees

sensiblefinancial.com

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Who is SENSIBLE FINANCIAL PLANNING AND MANAGEMENT

We founded Sensible Financial Planning and Management in 2002 to make state-of-the-art, unbiased and personalized financial advice more widely available, especially to people who havent b...

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industries-icon Industry: Investment Management

SIC SIC Code: 6211 | NAICS Code: 523930 | Show More

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Sensible Financial Planning and Management Org Chart and Mapping

Erica Sibley

Executive Assistant to Chief Executive Officer

Employees

Frank Napolitano

Senior Financial Advisor

Chris Andrysiak

Financial Advisor and Senior Director of Strategy

Anne Smith

Human Resources Generalist

Edward Samp

Trader and Associate Portfolio Manager

Rick Fine

Principal and Director of Financial Planning

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Frequently Asked Questions Regarding Sensible Financial Planning and Management

Answer: Sensible Financial Planning and Management's headquarters are located at 203 Cres St, Waltham, Massachusetts, 02453, United States

Answer: Sensible Financial Planning and Management's phone number is 78********

Answer: Sensible Financial Planning and Management's official website is https://sensiblefinancial.com

Answer: Sensible Financial Planning and Management's revenue is $10 Million to $25 Million

Answer: Sensible Financial Planning and Management's SIC: 6211

Answer: Sensible Financial Planning and Management's NAICS: 523930

Answer: Sensible Financial Planning and Management has 11-50 employees

Answer: Sensible Financial Planning and Management is in Investment Management

Answer: Sensible Financial Planning and Management contact info: Phone number: 78******** Website: https://sensiblefinancial.com

Answer: We founded Sensible Financial Planning and Management in 2002 to make state-of-the-art, unbiased and personalized financial advice more widely available, especially to people who havent been comfortable using a financial advisor or who thought they couldnt afford one. Deregulation and ever falling computing costs are steadily increasing competition in financial services, potentially benefiting consumers. Lower priced, higher quality financial products are increasingly available. Unfortunately, access to more good products hasnt helped people figure out which ones to buy. People need independent advice to make sound choices in their own best interest. But the sales commissions paid by some financial products provide incentives for salespeople to sell products that produce large commissions for themselves, not necessarily the ones that best fill the needs of their customers. Declining computing costs have enabled experts in financial planning and investment strategy to translate their approaches into computer software. This softwares strength leading-edge customized advice cant overcome its weakness people often dont understand how complex software works and are unwilling to rely on the results. However, there is enormous potential a skilled advisor can harness the softwares full power to deliver high-quality advice tailored to each clients circumstances at a reasonable price. We use the best software available to develop and deliver advice systematically, and efficiently. We recommend excellent products that dont pay commissions (and dont need to). Each year, we deliver more financial plans, and advise more clients on how to invest and manage their assets. That so many people and families trust us to advise them about issues so central to their lives and dreams is a great honor. We invite you to join them (and us).

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