Todd  Sensing,  CFP<sup>&reg;</sup> - Financial Advisor

Todd Sensing, CFP®

CFA,

FamilyVest

4300 Legendary Blvd, Suite 226
Destin, FL 32541
(844) 628-3185 CONNECT WITH Todd
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General

Todd Sensing is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at FamilyVest in Destin, FL and the surrounding communities.

Financial Advisor Overview

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 with special needs, he understands how much planning goes into taking care of a family, particularly those with special needs children. 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 the fund 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.

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Financial Advisor Experience

Twenty Years Investment Management & Financial Planning Experience

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

FamilyVest, LLC is an Investment Adviser registered with the State of Florida. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, http://www.familyvest.net. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Banking, Asset Allocation, Estate Planning, Investment Management, Disaster Recovery, Employee Benefits, Getting Married, Real Estate, Retirement, Stocks & Bonds, Startup, Succession Planning, Starting a Family, Long-term Care, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes

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