Dana Anspach
Dana Anspach is the Founder and CEO of Sensible Money, a fee-only registered investment advisory firm that specializes in retirement income planning. Dana is a retirement expert who has been practicing as a financial advisor since 1995 and has been writing about retirement-related topics since 2008. She created the lecture series How to Plan for the Perfect Retirement and is the author of the books Control Your Retirement Destiny and Social Security Sense. Previously, she wrote as an expert on retirement-related topics for About.com, serving as their “MoneyOver55” expert. She is also a contributor for MarketWatch and US News & World Report.
Dana Anspach Professional Experience / Academic History
Professional Experience
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Founder and CEO
Academic History
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B.S., Advertising
EXPERTISE
Dana is a Certified Financial Planner, Retirement Management Analyst, and a Kolbe Certified Consultant.
She is a member of NAPFA (National Association of Personal Financial Advisors), FPA (Financial Planning Association), and IWI (Investments & Wealth Institute).
She founded Sensible Money to better help people approaching retirement make their transition out of the workforce.
She has written extensively on subjects related to retirement planning, investing, and general financial planning.
EARLY CAREER
Before running Sensible Money, Dana served as Chair of the Practitioner Peer Review Committee.
She was About.com’s MoneyOver55 expert for eight years, and her writing on retirement decisions can be found at The Balance.
She was a Principal and Financial Advisor at Wealth Management Solutions and a Financial Advisor for 1st Global.
RECOGNITION
2018-2020 Investopedia's Top 100 Advisors
MEDIA & PUBLICATIONS
She has been quoted in various financial media outlets, including the Wall Street Journal, Forbes, The Washington Post, and AARP.
She is a contributor for MarketWatch and US News & World Report.
"The retirement income planning process is not static; it is alive with choices and variables. To make the best decisions you need a way to understand the interactions of the choices you make and the corresponding impact on your future. You need an independent voice; information free of the influence of politics, financial products, or advertising incentivized media articles. Thus was born the vision for Sensible Money." — Dana Anspach