Anne M. Ward,  CFP<sup>&reg;</sup> - Financial Advisor

Anne M. Ward, CFP®

AIF®

Senior Wealth Manager/Shareholder

Laurel Wealth Planning

3300 Edinborough Way, Suite 790
Edina, Minnesota 55435
FINANCIAL ADVISOR'S WEBSITE
1-877-212-6700
(952) 854-6250 x110
CONNECT WITH Anne
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General

Anne Ward is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Laurel Wealth Planning in Edina, Minnesota and the surrounding communities.

Financial Advisor Overview

Laurel Wealth Planning services are designed to help clients who’ve created or inherited wealth and who have complex issues that benefit from financial and tax planning strategies. We often serve those experiencing a major life events , such as retirement, divorce or loss of a loved one, including many women decision makers. Your best interests are at the center of everything we do as we focus on your long-term financial well-being. Anne says, “Laurel Wealth Planning is a place where you can be comfortable sharing all your concerns and asking all your questions, feeling like you’re amongst friends.” In addition to managing your assets, we’ll help you integrate all aspects of your financial life: retirement, your budget, investing, insurance, and estate. planning. Many clients use us as their financial “voice of reason,” helping to put numbers around choices from supporting the education of a child to buying a cabin. Having CFP’s and a CPA steeped in taxes and wealth management on your side, caring deeply about the outcome, helps put our clients’ money worries to rest. Anne is accepting new clients. Please reach out to inquire further about our services. (Laurel Wealth Planning does not sell insurance, but does consult on it. We do not practice law or accountancy. )

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Financial Advisor Experience

As a Senior Wealth Manager and Shareholder at Laurel Wealth Planning, Anne brings more than 20 years of financial planning and investment experience and is passionate about simplifying the complex and developing strategies to help meet clients’ financial life goals. She believes in the impact of holistic financial planning and brings an elevated level of empathy to listen and support clients. As a lifelong learner, Anne is dedicated to this profession and believes that investing in high-quality education helps best serves financial planning & investment clients. Anne graduated Magna Cum Laude with a Bachelor of Business Administration in finance and investments and minors in accounting and Spanish. She also holds a Master of Science in personal financial planning, which expands her knowledge to serve her clients better. She has earned the Accredited Investment Fiduciary® (AIF®), Certified Financial Planner (CFP®), Chartered Retirement Planning Counselor (CRPC®), and Master Planner Advanced Studies (MPAS®) designations.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CRPC MPAS

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Retirement, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources