Todd Sensing, CFA, CFP®

Providing Stress-free Financial Solutions for Families & Families with Special Needs

Todd Sensing is a financial planning expert and the founder/CEO of FamilyVest, a fee-only fiduciary firm based in Destin and Santa Rosa Beach, FL.2 He has over 25 years of experience in financial planning and portfolio management.1

Professional Background

Todd holds several professional designations, including:

Chartered Financial Analyst (CFA)
Certified Financial Planner (CFP®)
Chartered Special Needs Consultant (ChSNC®)
Certified Exit Planning Advisor (CEPA®)1 2

His educational background includes:

MBA in Finance from Georgia State University's J. Mack Robinson College of Business
BS in Economics from Georgia State University
Certificate in Financial Planning from Boston University2

Career History

Before founding FamilyVest in May 2016, Todd's professional experience included:

Research Director and Portfolio Manager at Aardvark Advisors (2007-2016)
Portfolio Manager at Aardvark Market Neutral Fund, L.P. (2007-2016)
Senior Relationship Manager at FHLBank Atlanta (2002-2007)2

Expertise and Approach

Todd specializes in:

Financial planning
Portfolio management
Risk analysis and management2

His approach to advising is holistic and personalized, focusing on thoughtful and deliberate decision-making to achieve each client's unique goals.1

Personal Life

Todd is an Atlanta native who now resides in the Santa Rosa Beach, FL/30A area. He is married and has two sons, both of whom are on the autism spectrum. This personal experience has inspired his passion for helping families with special needs plan their financial futures.1 2