Sparrow Wealth Management Employee Directory

Investment ManagementUnited States2-10 Employees

Sparrow Wealth Management provides low-cost investment management and fee-only financial planning services.  Based in Lake Nona, Florida, we harness the flexibility of virtual and remote technology to serve a diverse set of clients nationwide.  Our mission is to help you find freedom and peace in your financial life.

Working with a fee-only financial advisor helps you avoid the conflicts of interest that are so common with commission and fee-based advisors.  We do not accept compensation or financial incentives that may bias our recommendations.  We act as a trusted fiduciary by putting your best interests first.

While Sparrow Wealth Management has no minimum account size for investments, we usually work with client households with $3 million in assets under management or more.  For prospective clients, we offer a complimentary "Discovery Meeting" by appointment only.

Find Sparrow Wealth Management employees' phone numbers or email addresses

Sparrow Wealth Management Global Highlights

Location
Employees

North America
3

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  • United States Of America
    3

Sparrow Wealth Management's Leadership

  • Stylized image of a person
    C. J.
    Founder, President
    Phone icon
  • Stylized image of a person
    C. J.
    Company Owner And Coach
    Phone icon

Contact profiles from Sparrow Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. J.
    Founder, President
    Phone icon
    United StatesFlorida
    Nov 04, 2025
  • Stylized image of a person
    C. J.
    Company Owner And Coach
    Phone icon
    Nov 04, 2025

Frequently Asked Questions

What is Sparrow Wealth Management known for?

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Sparrow Wealth Management was founded in 2001 operates in the Investment Management industry. The company's main headquarters is located in 6900 Tavistock Lakes Blvd, Suite 400, Orlando, FL 32827, US; you can contact the main corporate office by phone at . Explore Sparrow Wealth Management's company overview page for more information.

What is Sparrow Wealth Management's most common email format?

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Sparrow Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Sparrow Wealth Management email formats with LeadIQ.

How many employees does Sparrow Wealth Management have currently?

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Sparrow Wealth Management has approximately 2 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are Sparrow Wealth Management's key employees and leadership?

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As of October 2025, Sparrow Wealth Management's key employees include:

  • Founder, President: C. J.
  • Company Owner And Coach: C. J.

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