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    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®)12

    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.12

    Related Questions

    What inspired Todd Sensing to start FamilyVest?
    How does Todd Sensing's experience with special needs children influence his financial planning approach?
    What are some specific financial strategies Todd Sensing recommends for families with special needs?
    How does FamilyVest differ from other financial advisory firms?
    What are Todd Sensing's key qualifications and certifications?
    Todd Sensing, CFA, CFP®
    Todd Sensing, CFA, CFP®, photo 1
    Todd Sensing, CFA, CFP®, photo 2
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    Location

    Crestview-Fort Walton Beach-Destin Area
    Location