Amy Shepard

Amy Shepard

Amy Shepard is a CFP®, RMA®, BFA Financial Planning Analyst and Partner at Sensible Money.  Amy joined Sensible Money in mid-2019. In January of 2022, Amy became one of the first two Partners at Sensible Money.

Amy has a Bachelor’s in Accounting and an MBA. She is a CERTIFIED FINANCIAL PLANNER™ professional, a Retirement Management Advisor®, and a Behavioral Financial Advisor™. She has served as a Board Member for the Financial Planning Association of Greater Phoenix and is actively involved in the CFP Board’s Mentor Program. She also frequently contributes to financial topics in major news outlets such as FinStream.TV, MarketWatch, Grow/Acorns, Forbes, Arizona Republic, and TheStreet.

Amy Shepard has a Bachelor of Science in Accounting and an MBA. She is a Certified Financial Planner®, a Retirement Management Advisor®, and a Behavioral Financial Advisor.

Outside of work, Amy enjoys spending time with her husband, their three kids, and their two dogs. She enjoys food (cooking and eating!), game shows, the occasional bingo outing, and traveling – they have a goal to take a family picture in all 50 states. Originally from upstate New York, Amy moved to the Phoenix area in 2009 and still doesn't miss having to shovel!

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