Fee-Only Financial Advisor Special-Needs Planning Focused I work with clients throughout the country remotely and in person.
Chartered Financial Analyst (CFA)
Certified Financial Planner (CFP)
NAPFA - National Association of Personal Financial Planners
FPA - Financial Planning Association
XYPN - XY Planning Network
B.S. Economics - Georgia State University
MBA Finance - Georgia State University
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.
Before founding FamilyVest, Todd spent 20 years in the banking and financial industry, including with Bear Stearns; DLJ, and FHLBank Atlanta. Shortly before the mortgage crisis of 2007, he started Aardvark Market Neutral Fund, a long-short REIT fund.
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.
FamilyVest
4300 Legendary Dr. Suite 226
Destin, FL 32541
(404) 274-0601
http://www.familyvest.com