Fundz

Sensible Money Names David Schoenecker Chief Operating Officer

PRIVATEOct 26, 2023

Position

Chief Operating Officer

Company

Sensible Money

David Schoenecker
david@sensiblemoney.com
ScottsdaleFinancial ServicesEmployee Benefits

Description

Sensible Money Names David Schoenecker Chief Operating Officer

Quick answer

Sensible Money Names David Schoenecker Chief Operating Officer (October 26, 2023). Sensible Money is based in Scottsdale, Arizona, United States.

Who is the new Chief Operating Officer at Sensible Money?
Sensible Money named David Schoenecker Chief Operating Officer, announced October 26, 2023.
What does Sensible Money do?
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.
Where is Sensible Money based?
Sensible Money is based in Scottsdale, Arizona, United States.
Which similar companies made leadership changes around the same time?
CNO Financial Group (October 26, 2023), PAHO (October 13, 2023), CBIZ (November 9, 2023) and Insurance Australia Group (October 5, 2023) also announced leadership changes within 45 days of Sensible Money.

Source: Fundz verified event record.

Other recent leadership changes in Financial Services and Employee Benefits

Executive moves at companies in the same sectors within 45 days, from Fundz verified event records.

Who to call at Sensible Money, and when

A new leader at Sensible Money brings new priorities and often new vendors. The first weeks are when they listen.

  • An alert the day Sensible Money raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at Sensible Money, from your own LinkedIn network

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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.

AI made execution free. Knowing first is the whole game now.

Fundz sees it the moment Sensible Money changes its leadership, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

Related People

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Sensible Money changed its leadership. Fundz had it the day it was filed, with the decision-maker at the company attached.

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