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, David was a private wealth manager at Creative Planning. Before that, he worked at JP Morgan as a private client advisor. Earlier, he served as 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.

Personal interests

David is a board member and chair of the governance committee for Santa Maria Community Services. He has previously served as a member of the Wyoming, Ohio, Historical Preservation Council and was involved with the Habitat Young Professionals of Greater Cincinnati.

David’s Office

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.