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Our financial advice team


Vaughn Sparks

Vaughn Sparks

CFP®, CRPC®, APMA®, ADPA®, CFS®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
MavenCross Wealth Advisors
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 12 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Investment Management
  • Cash Flow Management Strategies
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Business Retirement Plans
  • Women's Financial Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Saving for Education
  • Insurance

Interests

  • My wife and I enjoy doing extracurricular activities with our two boys.
  • During the Spring, I spend a lot of time at the ball park serving as an assistant coach to my sons' baseball teams.
  • In the Summer, we spend most weekends at our home on beautiful Smith Lake.
  • When Autumn rolls around, you can find my family cheering on the Alabama Crimson Tide at most home games.
  • In the Winter, the boys and I head to the woods to try our luck hunting and give mom a much needed break.
  • I also love to support the various Leadership Vestavia Hills events throughout the year.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠
  • ADPA® Accredited Domestic Partnership Advisor℠
  • CFS® Certified Fund Specialist
  • AEP® Accredited Estate Planner®
  • FINRA Series 7 and Series 66
  • Life and Health Insurance License

Education

  • Bachelor of Science, Finance - The University of Alabama

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Wake the World (Smith Lake, AL)
  • C.A.S.T. for Kids (Smith Lake, AL)
  • Birmingham Barons Spring Baseball Clinic
  • Leadership Vestavia Hills Wing Ding
  • Leadership Vestavia Hills Class of 2016
  • Golden Circle Multiple Sclerosis Leadership Class of 2015