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Category: Press Releases

InvestmentNews Names Sensible Financial a 2017 Best Practices Award Winner for Excellence in Technology

October 17th, 2017 by
Best Practices Award

InvestmentNews names the financial advice industry’s 2017 “Best Practices” Fifth annual awards program recognizes firms for excellence in practice management and technology   October 17, 2017, Boston – InvestmentNews today named Sensible Financial Planning and Management, LLC a winner of the 2017 Best Practices Awards, an important initiative that recognizes the top-performing and most innovative […]

Sensible Financial Planning Recognized as 2017 Financial Times 300 Top Registered Investment Adviser

June 22nd, 2017 by
Financial Times 300 Top Registered Investment Adviser

Waltham, MA, and San Diego – June 22, 2017 – Sensible Financial Planning and Management announced today it has been named to the 2017 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent Registered Investment Advisors (RIA) firms from across the U.S. This is the fourth annual FT 300 […]

Sensible Financial Planning Opens West Coast Office

October 2nd, 2014 by

New Office Located in San Diego, California 3111 Camino Del Rio N #400 | San Diego, CA 92108 | (619) 573-4131 Waltham, MA: Sensible Financial® Planning announced today the opening of a new West Coast office in San Diego, CA. Frank Napolitano, a Financial Advisor with Sensible Financial since 2012, will be relocating to head […]

Sensible Financial Planning Continues to Grow

August 29th, 2014 by

Hires two new Junior Financial Advisors Waltham MA: Sensible Financial® Planning announced today they have hired two Junior Financial Advisors to help keep pace with their growing financial planning practice. With over 200 advisory clients and $335 million in assets under advice, Sensible Financial has hired Steven Sylvia and Laura Williams as Junior Financial Advisors to […]

Sensible Financial Earns National Recognition

July 26th, 2008 by

Industry leading magazine names company as number five in fastest growing firms with assets under $100 million CAMBRIDGE, MA (July 28, 2006) –Sensible Financial® Planning and Management is ranked fifth in the July 2006 issue of Financial Advisor magazine among the fastest growing registered independent advisory (RIA) firms in the under $100 million dollars in assets […]

Sensible Financial Continues on Growth Track

October 13th, 2006 by

Fee-only financial advisory firm hires associate and revamps website for increased performance CAMBRIDGE, MA (October 13, 2006) –Sensible Financial® Planning and Management, LLC today announced the hiring of Jessica Chiarantona as Investment Management Associate. The growing financial advisory firm also re-launch its website today continuing on its plan for growth and customer-focused attention to detail […]