Christopher Jones
CFP®
Sparrow Wealth Management
Financial Advisor
Christopher Jones
CFP®
Sparrow Wealth Management
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Christopher Jones, CFP®
Fee-Only financial planner located in Hermosa Beach, CA, serving clients locally and across the country
Christopher Jones is a Hermosa Beach fee-only financial planner. Sparrow Wealth Management provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Christopher Jones is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Christopher M. Jones is the Founder and President of Sparrow Wealth Management (formerly known as Keystone Financial Planning), a Registered Investment Advisor in Nevada and Pennsylvania. Mr. Jones provides investment management and fee-only financial planning services for clients nationwide.
Professional Experience
Prior to starting his firm, Mr. Jones worked as a financial advisor for several wealth management firms. Mr. Jones advised individuals and families on goal setting, cash flow issues, tax planning, education funding, retirement planning, insurance needs, estate planning, and investing. Mr. Jones also developed sophisticated retirement planning software that continues to be used by firms today.
Before entering the financial planning field, Mr. Jones was a management consultant for Monitor Company, a top-tier strategy consulting firm with global headquarters in Cambridge, MA. While at Monitor Company, Mr. Jones identified and structured corporate strategies for Fortune 500 clients. Representative case projects included the following:
- Merger and Acquisition Study: Performed the strategic “due diligence” for a New York holding company that wanted to buy out the #1 van line in the moving industry.
- Entrepreneurial Start-up Venture: Assisted a small research team in taking their technology to the market, which involved doing extensive market research to design new products, writing the business plan, designing a financial model that generated pro-forma statements under varying sales growth and operating cost scenarios, and making sales presentations to potential investors.
Affiliations
- NAPFA-Registered Financial Advisor (National Association of Personal Financial Advisors)
- East Penn School District (former School Director)
- Lehigh Valley Zoological Society (former Board member)
Education
Mr. Jones is a CERTIFIED FINANCIAL PLANNERTM practitioner. He completed the CFP® Professional Education Program from the College for Financial Planning in 2000.
Mr. Jones graduated from Brigham Young University in 1997 with a B.S. in Economics and a minor in Business Management. He graduated in the top 1% of his class (summa cum laude). Mr. Jones was also the recipient of a BYU Trustee’s Scholarship, which paid for all of his college tuition.
Christopher Jones is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
SPARROW WEALTH MANAGEMENT is an independent Registered Investment Advisor in Las Vegas, Nevada and Eastern Pennsylvania. We provide low-cost investment management and fee-only financial planning services for 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. Sparrow Wealth Management acts as a trusted fiduciary for our clients by putting your best interests first.
Sparrow Wealth Management has no minimum account size for investments, and we offer lower fees than most of our competitors—especially major banks and brokerage firms. We provide financial planning services for a low monthly fee, as well as the option to receive advice on an hourly basis.
Call us at (877) 330-9191 to schedule your free introductory meeting!
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Christopher Jones is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
-
Christopher Jones is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
-
Sparrow Wealth Management is an Approved Dimensional Funds AdvisorDimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, the firm builds and implements strategies to help clients pursue higher expected returns. An enduring philosophy, strong client commitment, and deep working relationships with the academic community underpin Dimensional’s approach to investing and form the foundation for new strategies.
Contact Christopher Jones
Office Locations:
-
By Appointment Only
Hermosa Beach, CA 90254