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Todd Sensing

CFA, CFP®, ChSNC®
Personal Finance, Investing, Lifestage Based Planning
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“With over 20 years of experience in the financial industry, Todd Sensing is the CEO and founder of FamilyVest focused on helping families and families with special needs plan for their best future.”
Firm:

FamilyVest

Job Title:

CEO & Founder

Biography:

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. A father of two special needs children himself, 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.

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 his clients 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, especially those with special needs. 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.

Education:

BS, Economics, Georgia State university
MBA, Finance, Georgia State University

Assets Under Management:

$7 million

Fee Structure:

Retainer or Project Fee Only+

CRD Number:

2248151

Disclaimer:

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible under applicable laws, FamilyVest (FV) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. FV does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice,  as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall [Firm ABV] be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials on this site, even if FV or an FV authorized representative has been advised of the possibility of such damages. In no event shall FamilyVest, LLC have any liability to you for damages, losses and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

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Will a financial advisor provide an unbiased assessment of a financial plan I already have in place?
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Yes, you should be able to find an investment advisor to review this plan. I've done this in the past and usually charge an hourly fee based on the complexity. Look for a fee-only fiduciary to find the most unbiased opinion. They are bound by law to serve your best interests and not to just advise you on "suitable" investments. Your current advisor may or may not be held to this standard.

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April 2017
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