Todd Sensing, CFP®, CFA® FamilyVest

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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)

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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

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