Bryan  Ward,  CFP<sup>&reg;</sup> - Financial Advisor

Bryan Ward, CFP®

CIMA®

Managing Partner

ProCore Advisors

1101 Dove St, Ste 100
Newport Beach, CA 92660-2802
(949) 339-2989 CONNECT WITH Bryan
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General

Bryan Ward is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at ProCore Advisors in Newport Beach, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)

Insurance Licenses

  • Life insurance
  • Property/casualty

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Getting Married, Insurance, Real Estate, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth

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