Amy Shepard Email
Partner @ Sensible Money, LLC
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Amy Shepard Location
- Scottsdale, AZ, US
Amy Shepard Work
- 2022 -now Partner @
- 2019 -now Financial Planner @
- 2018 -2019 Manager, Financial Planning and Consulting @
- 2016 -2018 Financial Planning Manager @
- 2014 -2018 Financial Planner @
- 2014 -2016 Client Services Manager @
- 2013 -2014 Financial Planning Associate @
- 2011 -2013 Online Admissions Representative @
Amy Shepard Education
- College for Financial Planning
Certificate (CFP® Certification Professional Education Program)
- Gates-Chili High School
High School
- University of Phoenix
Bachelor’s Degree (Accounting)
- Western Governors University
Master of Business Administration (M.B.A.) (Management and Strategy)
Amy Shepard Summary
- Amy Shepard, based in Scottsdale, AZ, US, is currently a Partner at Sensible Money, LLC. Amy Shepard brings experience from previous roles at Sensible Money, LLC, Northwestern Mutual and LearnVest. Amy Shepard holds a Certificate in CFP® Certification Professional Education Program @ College for Financial Planning. Amy Shepard has 2 emails on RocketReach.
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