Shawnda Sparks, (CRPC®, CPFA® ) in

Shawnda Sparks, (CRPC®, CPFA® )

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Wealth Advisor at Perspective Financial Group
📍 Indianapolis, Indiana, United States

Shawnda Sparks is a Wealth Advisor and co-founder of Perspective Financial Group, where she specializes in retirement planning and wealth management for business owners. Holding CRPC® and CPFA® certifications, she is the creator of the Womens Wealth Builder 401(k) and serves as the President-Elect for NAWBO Indianapolis, championing female entrepreneurs.

Born and raised in Indiana, Shawnda resides in Fairland with her husband, a career firefighter, and their son. She is deeply passionate about community and empowering women, which is reflected in her active leadership within local business organizations. Her family lives by the motto: "Adventures are fun! So, lets have some fun! "

Interesting fact: Shawnda is a certified scuba diver with over 13 years of experience.

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Experience
19 Years
Current Role
Wealth Advisor
Location
Indianapolis, Indiana, United States
Personality Overview

How Shawnda shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Shawnda cares about

Women's Financial Empowerment
She created the "Women's Wealth Builder 401(k)" and is the President-Elect of the National Association of Women Business Owners (NAWBO) Indianapolis chapter.
Retirement Plan Design
Focuses on helping business owners correct plan design problems to maximize their contributions, a frequent topic in her posts and podcast appearances.
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Career

Work history

7-2019
Wealth Advisor
Perspective Financial Group
6-2019 - 7-2019
Client Services Manager
Perspective Financial Group
4-2017 - 6-2019
Senior Individual Client Relationship Manager at LHD Retirement
LHD Retirement
8-2014 - 6-2019
Client Services Manager
LHD Retirement
8-2014 - 6-2019
Senior Client Relationship Manager
LHD Retirement
In the press

Media appearances

Shawnda Sparks, Perspective Financial Group. Featured in In Business Shelby County Podcast (RSS.com)
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Shawnda Sparks Money Maven and NAWBO Navigator. Featured in Perspective Financial Group
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Education

Shawnda has no verified education history

Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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