Who We Are
Sparkle Moor Advisors was founded with a vision to make expert financial guidance accessible to everyone online. Our story is rooted in helping individuals and families take confident steps toward their goals through honest advice and innovative digital solutions. We are committed to guiding you with integrity, professionalism, and empathy at every stage of your financial journey.
Our Mission
To empower people with clear, actionable financial advice, delivered conveniently and securely through a modern digital experience.
Our Vision
We envision a future where everyone achieves financial confidence, independence, and peace of mind, regardless of their starting point.
Meet Our Experts
Julia Bennett, CFP®
Lead Advisor with 15+ years' experience in financial planning, Julia specializes in holistic strategies for families and professionals.
David Kim, CFA
Investment strategist and portfolio manager, David brings deep expertise in market analysis and asset allocation.
Priya Sharma, MBA
Client Success Director, Priya ensures every client receives personalized support and clear communication.
Our Values
Integrity
We build trust with transparency, honesty, and a commitment to doing what’s right for our clients at all times.
Clarity
We communicate in a straightforward way, making complex topics easy to understand and act upon.
Empowerment
Our goal is to empower you with knowledge and guidance so you can make confident financial decisions.