Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Mealey is a Certified Financial Planner with over 18 years of experience in the financial services industry. Kathleen works for Sensible Money, LLC. Sensible Money, LLC is a financial advisory firm headquartered in Scottsdale, Arizona. They work with a wide range of clients, including individuals, families, and charitable organizations. The firm specializes in providing financial planning, portfolio management, and selection of other advisors services to clients. Kathleen is licensed and registered in Massachusetts. She has been a registered Investment Advisor Representative since March 2014.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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AZ
03/19/2014 - Present
Sensible Money, LLC (SCOTTSDALE AZ)
IA
Issued 09/14/2010
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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