Christopher Jones
Fee-only wealth advisor for entrepreneurs, physicians, executives, and retirees
- Role
- Founder, President at Sparrow Wealth Management
- Location
- Orlando, FL, US
- LinkedIn followers
- 500 followers
About Christopher Jones
One thing that often gets overlooked in finance is humanity. Helping people plan their…
Experience
Founder, President
Apr 2001 — Present · Orlando, FL, US
Provides investment management and fee-only financial planning services for individuals, families, and businesses. Advises clients in the following areas: goal setting, cash flow analysis, tax planning, education funding, retirement planning, insurance needs, estate planning, and investing. Manages all strategic, operational and financial aspects of the firm. Firm HQ is based in Lake Nona, Florida.
Education
Brigham Young University
BS
1993 — 1997
College for Financial Planning
CFP Professional Education Program
1999 — 2000
Skills
- Investment Management
- Wealth Management
- Retirement Planning
- Financial Planners
- Entrepreneurship
- Insurance Analysis
- Budgeting
- Fee-Only Financial Planning
- Strategic Financial Planning
- Education Funding
- Asset Management
- Estate Planning
- Asset Managment
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