Todd Sensing, CFP®, CFA FamilyVest

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About Todd Sensing, CFP®, CFA

Todd Sensing started FamilyVest because he wanted to draw on his more than two decades of financial and investment experience for the benefit of families. As a father of two children diagnosed with Autism, he understands how much planning goes into taking care of a family, particularly those with children with special needs. He finds it gratifying to help families achieve peace of mind in knowing that they are prepared to provide for their loved ones’ futures.

Before founding FamilyVest, Todd spent 20 years in the banking and financial industry, including with Bear Stearns; Donaldson, Lufkin, & Jenrette; and FHLBank Atlanta. Shortly before the mortgage crisis of 2007, he started Aardvark Market Neutral Fund, a long-short REIT fund, and successfully steered his clients through the economy’s turmoil.

Despite his career success, Todd believed his work could be more fulfilling if he applied his expertise to helping families of all kinds achieve financial well-being. Since founding FamilyVest, he has discovered that his greatest moments come when working with a family that believes a financial planner would be of little benefit or cost too much. As they see just how Todd can help them achieve their goals and dreams, he finds the transformation of their doubts into optimism truly gratifying.

Todd lives in Santa Rosa Beach, Florida, with his wife and two sons. When he’s not at work, he’s usually spending time fishing and boating with his boys.

Designations and Education

Chartered Financial Analyst®, CFA Institute

Certified Financial Planner®, CFP Board

Master of Business Administration, Finance, Georgia State University

Bachelor of Science, Economics, Georgia State University

Memberships

CFA Institute

XY Planning Network

National Association of Personal Financial Advisors (NAPFA)

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Recently Published

Child and Dependent Care Tax Credit: Help for Families

May 16, 2019

For many families, the expenses related to the care of an adult disabled dependent can be some of the most difficult to tackle. Since this type of care is a necessity for so many families for parents to work or go to school, it’s one that must be accounted for and planned around. Fortunately, when […]

The post Child and Dependent Care Tax Credit: Help for Families appeared first on FamilyVest.

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Your Financial Spring Clean: A Basic To-Do List

April 10, 2019

It’s Springtime. Buds will bloom, green grass emerges, and the tried and true tradition of spring cleaning is afoot. But if you think that your spring clean has to be limited to your linen closet or garage, think again. Spring can be a great time to spring clean your financial life, including your records, both […]

The post Your Financial Spring Clean: A Basic To-Do List appeared first on FamilyVest.

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It’s Never Too Early or Never Too Late: Plan For Retirement At Any Age

March 12, 2019

How do you see yourself spending retirement?

Golfing in Florida? Traveling the country in an RV? Spending time with family and grandchildren? No matter how old you are right now, it's smart to start thinking about what you want from your retirement. Regardless of your stage of life, now is the right time to plan for retirement.  Keep reading to see how you can plan for retirement at any age.

The post It’s Never Too Early or Never Too Late: Plan For Retirement At Any Age appeared first on FamilyVest.

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Ideal Clients

  • Gen X
  • Intergenerational Families
  • Investment Planning & Management
  • Special Needs

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $104+/mth
  • Flat Fee: $1,250+
  • Hourly Fee: $250/hr
  • AUM: Up to 1%

SEC Records

States Registered

  • Florida
  • Georgia

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