Todd Sensing, Cfa, Cfp®,Cepa® Email and Phone Number
Todd Sensing, Cfa, Cfp®,Cepa® work email
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Todd Sensing, Cfa, Cfp®,Cepa® personal email
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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.
Farther
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Senior Vice PresidentFarther Aug 2024 - PresentNew York, Ny, Us -
Founder / CeoFamilyvest May 2016 - PresentI 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. -
Research Director & Portfolio ManagerAardvark Advisors Jan 2007 - May 2016
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Portfolio ManagerAardvark Market Neutral Fund, L.P. Jan 2007 - May 2016
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Senior Relationship ManagerFhlbank Atlanta Jan 2002 - Jan 2007Senior 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
Todd Sensing, Cfa, Cfp®,Cepa® Education Details
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Georgia State University - J. Mack Robinson College Of BusinessFinance -
Georgia State UniversityEconomics -
Boston UniversityFinancial 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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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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