David Sparks, CFP®
Designations and Licenses
David is a CERTIFIED FINANCIAL PLANNER™ professional.
Experience and Education
David provides personalized wealth planning solutions for high-net-worth individuals, families and business owners. He designs and implements customized wealth plans that include tax and estate planning, insurance solutions and retirement planning with a focus on meeting clients’ long-term objectives.
Prior to joining Mariner Wealth Advisors, he was a private wealth manager at Creative Planning. Prior to that, he was a private client advisor at JP Morgan and a branch manager, assistant branch manager and investment consultant at Scottrade.
David has a bachelor’s degree in real estate & finance from the University of Cincinnati, a master’s degree with a graduate certificate in investment management from the University of Cincinnati and an executive certificate in financial planning from Bryant University.
David is a member of the Wyoming, Ohio Historical Preservation Council and the Habitat for Humanity Young Professionals. He enjoys homebrewing, woodworking and running.