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

Financial Infidelity: How to Rebuild Trust and Move Forward

July 10, 2019

When Eric and Carmen* first met in Chicago as ambitious 20-somethings, Carmen was very attracted to Eric’s sense of financial responsibility. He was an up and coming marketing executive, with a home of his own and his bills, always paid. Carmen also had a good income and steady career track in nursing but had a […]

The post Financial Infidelity: How to Rebuild Trust and Move Forward appeared first on .

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Spend Less Than You Earn: Your First Step to Financial Freedom

June 25, 2019

When people ask me what the most critical thing they can do today to help catapult them into financial security and freedom, my answer is clear: Spend less than you earn. It sounds so simple, doesn’t it? But like so many things in life, spending less than you earn is an easy concept to comprehend, […]

The post Spend Less Than You Earn: Your First Step to Financial Freedom appeared first on .

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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 .

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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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