Common Investment Mistakes to Avoid for Financial Success 00:10:00
Todd Sensing, CFA, CFP®,ChSNC®, CEPA. Before founding FamilyVest, a Destin fiduciary financial advisor firm, 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.
