Todd Sensing, Cfa, Cfp®,Cepa®

Todd Sensing, Cfa, Cfp®,Cepa® Email and Phone Number

Providing Stress-Free Financial Strategies and Customized Investment Portfolios for Families Across all Stages of Life @ Farther
Todd Sensing, Cfa, Cfp®,Cepa®'s Location
Crestview-Fort Walton Beach-Destin Area, United States, United States
Todd Sensing, Cfa, Cfp®,Cepa®'s Contact Details
About Todd Sensing, Cfa, Cfp®,Cepa®

Financial Planning | Portfolio Management | Risk Analysis & ManagementAs a father of two children with special needs, I understand how much planning goes into taking care of a family. I help families remove the stress and uncertainty of personal finance and help them maximize their tax & financial savings.

Todd Sensing, Cfa, Cfp®,Cepa®'s Current Company Details
Farther

Farther

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Providing Stress-Free Financial Strategies and Customized Investment Portfolios for Families Across all Stages of Life
Todd Sensing, Cfa, Cfp®,Cepa® Work Experience Details
  • Farther
    Senior Vice President
    Farther Aug 2024 - Present
    New York, Ny, Us
  • Familyvest
    Founder / Ceo
    Familyvest May 2016 - Present
    I founded FamilyVest as a fee-only fiduciary firm so that families feel confident that their best interests always come first. We do not accept commissions, which means you can rest assured that our recommendations are made to help you and only you.When we work with together, I will start by helping you define and set your goals. I then draw on decades of experience in financial planning and investment management to help put your entire family on the road to success.As a father of two sons on the autism spectrum, I have a passion for helping families with special needs. After the birth of my boys, I quickly realized just how little guidance and how few resources there were for families like mine. I started FamilyVest, so Families of all shapes and sizes have a better option for planning their financial future. My mission is to give each of my clients the focused attention they deserve.
  • Aardvark Advisors
    Research Director & Portfolio Manager
    Aardvark Advisors Jan 2007 - May 2016
  • Aardvark Market Neutral Fund, L.P.
    Portfolio Manager
    Aardvark Market Neutral Fund, L.P. Jan 2007 - May 2016
  • Fhlbank Atlanta
    Senior Relationship Manager
    Fhlbank Atlanta Jan 2002 - Jan 2007
    Senior Relationship Manager | FHLBank Atlanta – Atlanta, GA 2002 – 2007 Advanced from Trading Specialist to Banking officer and Senior Relationship Manager over the span of 5 years while holding accountability for institutional sales of structured products/interest rate derivatives, as well as securing and building upon community bank relationships.

Todd Sensing, Cfa, Cfp®,Cepa® Skills

Portfolio Management Hedge Funds Financial Analysis Mutual Funds Banking Risk Management Data Analysis R Investments Equities Valuation Quantitative Research Data Modeling Derivatives Fixed Income Executive Management Finance Financial Modeling Capital Markets Strategy Management Strategic Planning Financial Risk Trading Credit Risk Financial Services Securities Analysis Data Mining Equity Derivatives Account Management Relationship Management Relationship Building Swaps Interest Rate Swaps Swaptions

Todd Sensing, Cfa, Cfp®,Cepa® Education Details

  • Georgia State University - J. Mack Robinson College Of Business
    Georgia State University - J. Mack Robinson College Of Business
    Finance
  • Georgia State University
    Georgia State University
    Economics
  • Boston University
    Boston University
    Financial Planning

Frequently Asked Questions about Todd Sensing, Cfa, Cfp®,Cepa®

What company does Todd Sensing, Cfa, Cfp®,Cepa® work for?

Todd Sensing, Cfa, Cfp®,Cepa® works for Farther

What is Todd Sensing, Cfa, Cfp®,Cepa®'s role at the current company?

Todd Sensing, Cfa, Cfp®,Cepa®'s current role is Providing Stress-Free Financial Strategies and Customized Investment Portfolios for Families Across all Stages of Life.

What is Todd Sensing, Cfa, Cfp®,Cepa®'s email address?

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What is Todd Sensing, Cfa, Cfp®,Cepa®'s direct phone number?

Todd Sensing, Cfa, Cfp®,Cepa®'s direct phone number is +140427*****

What schools did Todd Sensing, Cfa, Cfp®,Cepa® attend?

Todd Sensing, Cfa, Cfp®,Cepa® attended Georgia State University - J. Mack Robinson College Of Business, Georgia State University, Boston University.

What skills is Todd Sensing, Cfa, Cfp®,Cepa® known for?

Todd Sensing, Cfa, Cfp®,Cepa® has skills like Portfolio Management, Hedge Funds, Financial Analysis, Mutual Funds, Banking, Risk Management, Data Analysis, R, Investments, Equities, Valuation, Quantitative Research.

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