Todd Sensing

CFA, CFP®

FamilyVest

Founder

I can work with clients anywhere!

Todd Sensing

CFA, CFP®

FamilyVest

Founder

FamilyVest helps families throughout the country make better more thoughtful decisions with their money - Todd Sensing, CFA, CFP®

Todd Sensing is a financial advisor and investment manager serving the Emerald Coast of Florida Locally and Nationwide Virtually. FamilyVest specializes in financial planning, investment management, retirement planning and Special Needs planning. He helps clients work towards their financial goals at all stages of life. Todd Sensing is a fiduciary financial planner, Chartered Financial Analyst (CFA) Charterholder, and a Certified Financial Planner®.

A Transformative Relationship

Before founding FamilyVest, I spent 20 years in banking and portfolio management, highlighted in 2007, when I started and managed Aardvark Market Neutral Fund. Successful, yet unsatisfied, I discovered that my greatest moments come when  I work with a family that believes a financial planner would be of little benefit or cost too much. As they see how I can help them achieve their goals and dreams in ways they never imagined possible, the transformation of their doubts into optimism is empowering.

Connect with Todd on LinkedIn

Please click here to request a copy of FamilyVest’s ADV Brochure.

Educational Credentials

A seasoned financial professional with over two decades of experience, I hold some of the industry’s most prestigious credentials. The CFA designation binds me to follow the highest standards of ethics in the investment profession. The needs of my clients always come before my own.

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

Todd Sensing's fiduciary obligation is governed by:

  • National Association of Personal Financial Advisors (NAPFA)
  • Certified Financial Planner (CFP)
  • XY Planning Network

FamilyVest is a Registered Investment Advisor (RIA) firm providing financial planning and investment management to young families, mature families, and families with special needs. We are a fee-only financial advisor; we do not accept commissions so you can rest assured that our recommendations are made to help you and only you.

Every family has a life cycle. Some couples are newly married, others have children in school, and others are close to retirement. No matter where a family is in the life cycle, they have one desire: to create security and achieve the well-being of all their loved ones. Every stage brings forth a set of needs that constantly evolve as each family grows. These needs are unique, special, and deserving of the highest standard of care that the investment profession can provide.

At FamilyVest, our sole focus is on families. We understand that while raising a family is one of the most meaningful things you will ever do, it is full of stress and important decisions. We strive to provide you the peace of mind that comes when you know a comprehensive plan is in place to provide for and protect your family now and in future.

Whether your goals are saving for your child’s college education, accumulating capital for your first home purchase, or planning for retirement, FamilyVest’s transformative approach will make the difference.

 

Learn Why Fiduciary Matters When Choosing a Financial Advisor:

Specialties

  • Financial Planning
  • Retirement Planning
  • Investment Management
  • Business Planning
  • Estate Services
  • Planning for Special Needs Families

Ideal Clients

  • Retirees and Near Retirees
  • Young Families
  • Entrepreneurs & Business Owners
  • Medical Professionals
  • Military
  • Sudden Money Situations

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • No-Cost Initial Consultation
  • Hourly Fee
  • Monthly Retainer
  • % of Assets Under Management

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Todd Sensing is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Todd Sensing is CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • XY Planning Network
    Todd Sensing is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • CFA - Chartered Financial Analyst
    Todd Sensing is a CFA® charterholder

    A Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute, formerly AIMR, that measures the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management and security analysis.

  • Financial Planning Association
    Todd Sensing is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

Contact Todd Sensing

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