Todd Sensing, CFP®, CFA® FamilyVest
- 4300 legendary Dr. Suite 226, Destin, FL 32541
- (844) 628-3185
- http://familyvest.com/
About Todd Sensing, CFP®, CFA®, ChSNC
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)
Recently Published
How to Become Financially Organized
March 17, 2023It’s time to become financially organized. It is an essential part of a healthy financial life. When you finally become financially organized, it saves you time and money because it means paying bills on time, finding those important documents during tax season, providing proof of payments when necessary, and disputing credit card or billing mistakes […]
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Investment And Tax Changes For 2023
February 3, 2023As we all know, 2022 was a year of market volatility, rising interest rates, and sky-high inflation. So it’s no surprise that many Americans feel uneasy heading into 2023. However, some of these tumultuous turns have given rise to changes from the IRS, including effects on our tax rules and retirement saving opportunities. Also, recent […]
The post Investment And Tax Changes For 2023 appeared first on .
Financial New Year’s Resolutions for 2023
January 10, 202380% of New Year’s resolutions fail by February, and more often than not financial resolutions are among them. So what’s that about? Are we all doomed to empty savings accounts and living paycheck to paycheck? Not necessarily. Often, it’s not about making resolutions but making the right resolutions, and then putting action behind them. Here, […]
The post Financial New Year’s Resolutions for 2023 appeared first on .
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Gen X
- Intergenerational Families
- Investment Planning & Management
- Special Needs
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
Fee Options
- Monthly Fee: $250+/mo
- Quarterly Fee: $750+/qtr
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
