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Sensible Money Names David Schoenecker Chief Operating Officer

Oct 26, 2023almost 2 years ago

Position

Chief Operating Officer

Company

Sensible Money

David Schoenecker
ScottsdaleEmployee BenefitsFinancial Services

Description

Sensible Money Names David Schoenecker Chief Operating Officer

Company Information

Company

Sensible Money

Location

Scottsdale, Arizona, United States

About

Sensible Money is a fee-only wealth management firm that brings calm, clarity, and comfort to retirement planning with straight forward, step-by-step advice from independent advisors. The planning process is designed to look at all the retirement risks you face, such as longevity, inflation, over-spending, and sequence risk. These concepts and available decisions are then explained in language you can understand. Once a holistic income plan is in place, an investment plan is created that aligns to your income or accumulation goals.

FundzWatch™ Score

6
Low Activity
1 total signals

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Executive Insights

Based on hiring data
New executive impact window
87% of new executives make significant technology decisions within first 100 days
Budget influence
C-level executives control 73% of technology spending decisions
Transformation catalyst
65% of new senior hires launch digital transformation initiatives
Vendor review timeline
New executives typically review existing vendors within 6 months