Richard J. Ward,  CFP<sup>&reg;</sup> - Financial Advisor

Richard J. Ward, CFP®

First Vice President/Investments

Stifel

400 Spectrum Center Drive, Ste 2000
Irvine, CA 92618
FINANCIAL ADVISOR'S WEBSITE
(949) 271-5110 CONNECT WITH Richard
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General

Richard Ward is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Stifel in Irvine, CA and the surrounding communities.

Financial Advisor Overview

Richard Ward holds the CERTIFIED FINANCIAL PLANNER™ professional certification and has a passion for helping people find their purpose in life. With more than 35 years of industry experience, Richard believes in taking a holistic approach to creating a financial portfolio that offers fulfillment and possibilities. Richard is First Vice President/Investments at Stifel, committed to helping you build upon your success as you pursue significance. Many of the clients he works with are Baby Boomer business owners and executives who are considering a transition out of the business world, or financially secure pre-retirees who have little interest in traditional retirement and are looking for guidance for the second half of their life. Richard is very active in his community and has supported countless non-profit organizations both locally and nationally. He has personally learned that some of the greatest rewards in life are earned while helping others grow, thrive, and prosper, and he continues to live his purpose on a daily basis by helping others. Richard has a published book entitled Redefining Retirement: Finding Purpose and Passion for Your Second Half.

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Financial Advisor Experience

35+ years in the industry, 25+ as CFP(R) practiioner.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Stifel, Nicolaus & Company, Incorporated

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth, Special Needs

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