Dana Anspach

Dana Anspach

CFP
Expertise: Retirement
Title: Founder & CEO of Sensible Money
Education: University of Florida
Location: Scottsdale, Arizona

Highlights

  • Founder and CEO, and author of retirement-related books
  • Certified Financial Planner, Retirement Management Analyst, Kolbe Certified Consultant, and a member of NAPFA (National Association Of Personal Financial Advisors), FPA (Financial Planning Association), and RIIA (Retirement Income Industry Association)
  • Named to Investopedia's Top 100 Advisor list in 2018

Experience

Dana Anspach has written extensively on subjects like retirement planning, investing, and general financial planning. She is now the founder and CEO of Sensible Money, a fee-only financial planning and investment firm based in Scottsdale, Arizona.

Before running Sensible Money, Anspach served as Chair of the Practitioner Peer Review Committee from 2010 through 2015. She was a principal/financial advisor at Wealth Management Solutions, LLC from 2005 through 2011, and a financial advisor with 1st Global from 2001 through 2005.

Education

Anspach earned her bachelor's degree from the University of Florida

About The Balance

The Balance, a Dotdash Meredith brand, makes money easy to understand. We give people tools they need to not only make smart financial decisions but also prepare for the experiences they will have along the way. Our team of expert writers and editors have extensive qualifications in the topics they cover, and many of them have MBAs, PhDs, CFPs, and other advanced degrees and professional certifications. We require our writers to use primary sources in their articles, which are also approved by our Financial Review Board and fact-checked. You can learn more about the standards we follow in producing accurate, unbiased content in our editorial policy.

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