Dana Anspach
Dana Anspach, CFP
CFP
expertise
Retirement
currently
Founder & CEO
education
University of Florida
Highlights
  • Founder and CEO, and author of retirement-related books
  • Is a 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 is a former writer for The Balance. She contributed to The Balance for nearly nine years. She is now the founder and CEO of Sensible Money, a fee-only financial planning and investment firm 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.

Awards and Publications