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Bryan Ward Email & Phone Number
Chief Investment Officer
at
ProCore Advisors
1 work email found
@procoreadvisors.com
10 phones found area 949, 562, and 714
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Investment Officer
Location
Orange County, California, United States
Company size
Who is Bryan Ward? Overview
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Quick answer
Bryan Ward is listed as Chief Investment Officer at ProCore Advisors, a company with 4 employees, based in Orange County, California, United States. AeroLeads shows a work email signal at procoreadvisors.com, phone signal with area code 949, 562, 714, and a matched LinkedIn profile for Bryan Ward.
Bryan Ward previously worked as Partner & Chief Investment Officer at Procore Advisors and Co Founder at Quickvest. Bryan Ward holds Bachelor Of Science (B.S.) from California State University, Long Beach.
Company email context
Email format at ProCore Advisors
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{first}@procoreadvisors.com
89% confidence
AeroLeads found 1 current-domain work email signal for Bryan Ward. Compare company email patterns before reaching out.
Profile bio
About Bryan Ward
Bryan Ward is a Chief Investment Officer at ProCore Advisors. He possess expertise in investments, wealth management, financial advisory, finance, portfolio management and 19 more skills.
Listed skills include Investments, Wealth Management, Financial Advisory, Finance, and 20 others.
Current workplace
Bryan Ward's current company
Company context helps verify the profile and gives searchers a useful next step.
Procore Advisors
3 roles
Bryan Ward work experience
A career timeline built from the work history available for this profile.
Partner & Chief Investment Officer
CurrentAs a fiduciary financial planning firm, it is about putting our clients first. We specialize in the areas of:1. Multigenerational wealth transfer, specifically around families that may be dealing with complex family dynamics that are stressors on them.2. Independent women that have recently experienced a transition in their life looking for an advisor to.
Aug 2014 - Present
Co Founder
CurrentLow Cost Automated Investment Platform using the power of artificial intelligence to build you a custom investment portfolio that fits your investment goals.An all-in-one platform that gives you access to a CERTIFIED FINANCIAL PLANNER™along with a delightful investment experience utilizing cutting-edge software at industry-low cost so your investment in.
Jan 2015 - Present
4 education records
Bryan Ward education
Bachelor Of Science (B.S.)
Education record
Master Of Science (Ms)
Executive Education Program
FAQ
Frequently asked questions about Bryan Ward
Quick answers generated from the profile data available on this page.
What company does Bryan Ward work for?
Bryan Ward works for ProCore Advisors.
What is Bryan Ward's role at ProCore Advisors?
Bryan Ward is listed as Chief Investment Officer at ProCore Advisors.
What is Bryan Ward's email address?
AeroLeads has found 1 work email signal at @procoreadvisors.com for Bryan Ward at ProCore Advisors.
What is Bryan Ward's phone number?
AeroLeads has found 10 phone signal(s) with area code 949, 562, 714 for Bryan Ward at ProCore Advisors.
Where is Bryan Ward based?
Bryan Ward is based in Orange County, California, United States while working with ProCore Advisors.
What companies has Bryan Ward worked for?
Bryan Ward has worked for Procore Advisors and Quickvest.
Who are Bryan Ward's colleagues at ProCore Advisors?
Bryan Ward's colleagues at ProCore Advisors include Mark Aguilar.
How can I contact Bryan Ward?
You can use AeroLeads to view verified contact signals for Bryan Ward at ProCore Advisors, including work email, phone, and LinkedIn data when available.
What schools did Bryan Ward attend?
Bryan Ward holds Bachelor Of Science (B.S.) from California State University, Long Beach.
What skills is Bryan Ward known for?
Bryan Ward is listed with skills including Investments, Wealth Management, Financial Advisory, Finance, Portfolio Management, Financial Planning, Strategic Financial Planning, and Estate Planning.
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