CoverProfile

Amy Shepard

Partner & Financial Planner

Sensible Money

United States, Arizona, Scottsdale

About Me

Amy stumbled into the world of financial planning by accident. After several stints in college (architecture, mathematics, and secondary education, to name a few), she finally settled on a Bachelor's in Accounting. While searching for a new work adventure in 2013, she found a position with a company called LearnVest - a fintech startup with a powerful mission to get comprehensive financial plans in the hands of as many Americans as possible. It was there she found her passion for personal financial planning.

Profile Information

Partner & Financial Planner

Sensible Money

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Scottsdale

Arizona

United States

May 10, 2025

More profiles to browse

Profile Photo
Cj Miller
Partner / Financial Planner
Profile Photo
Dana Anspach
Founder & CEO

You Might Like

DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
JH
Jamie Heisch
Investment Associate
Silicon Valley Community Foundation