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 h