Building and preserving wealth is a lifetime commitment that can be greatly assisted by a long-term relationship with a trusted, objective, and loyal advisor. We are dedicated to growing our firm through successful long-term relationships. We have found this approach to be the most successful for the individuals and families we work with and for ourselves.
To learn more about each of the firm’s principals, please click on the following links.
Mr. Ward is a Partner in Ward & Associates, a firm he joined in April 2000.
Mr. Ward has 12 years of client-focused advisory experience and is responsible for overseeing client relationships and assisting with the design, implementation and supervision of client investment portfolios. Additionally, Mr. Ward is responsible for overseeing firm operations, including trading and reporting, and the development and integration of the technological infrastructure used by the firm.
Mr. Ward also serves as the firm’s Chief Compliance Officer and is responsible for all regulatory compliance matters, including the filing of the firm’s annual amendment to its SEC registration.
Mr. Ward is an investment advisor representative and has passed the Series 65, Uniform Investment Adviser Law Examination.
Mr. Ward is actively involved as a member of the Southern California Compliance Group and the San Diego Chapter of the Financial Planning Association. Mr. Ward attends Saint John Catholic Church in Encinitas and volunteers his time at Santa Fe Christian Schools where he is a member of the Development Committee and the Men of SFC.
Mr. Ward graduated from Loyola Marymount University with a Bachelor of Arts in Urban Studies in 1996 with an emphasis in Urban Economics. Mr. Ward has completed the Personal Financial Planning Program affiliated with the Anderson School of Business at the University of California, Los Angeles.
To email Mr. Ward directly, please click here: kevinward@wardinvest.com
Mr. Ward is a Partner in Ward & Associates, a firm he co-founded in 1996.
For the past sixteen years Mr. Ward has assisted high net worth individuals, families, and their related entities in identifying and achieving their financial objectives. He provides advice on a diverse range of subject areas including estate planning, charitable giving, taxation, real estate, risk management and retirement planning. He is also responsible for the design, implementation, and supervision of client investment portfolios.
Mr. Ward is a CERTIFIED FINANCIAL PLANNER™ practitioner. CFP® licensees are required to meet the CFP Board’s rigorous education, examination and experience requirements. CFP® licensees have also agreed to adhere to the Board’s Code of Ethics, Rules of Conduct and Financial Planning Practice Standards.
Mr. Ward is also an investment advisor representative and has passed the Series 65, Uniform Investment Advisor Law Examination.
Mr. Ward serves on the Investment Committee of the Roman Catholic Diocese of San Diego, the Investment Committee of the Diocese of San Diego and San Bernardino Priests Pension Plan, and is a member of the Finance Council of St. Therese of Carmel Parish. He is also a member of the Good Guys of Morgan Run, an organization that provides financial assistance to injured U.S. Marines.
Mr. Ward is a member of the TD Ameritrade Institutional Advisor Panel.
Mr. Ward graduated from the University of Southern California with a Bachelor of Science degree in Finance in 1989.
To email Mr. Ward directly, please click here: billward@wardinvest.com
