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David Ward, Cfp ® Email & Phone Number
Financial Advisor, Managing Director and Founder
at
North Point Wealth Management
2 work emails found
@npwealth.com
3 phones found area 770 and 678
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor, Managing Director and Founder
Location
Atlanta, Georgia, United States
Company size
Who is David Ward, Cfp ®? Overview
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Quick answer
David Ward, Cfp ® is listed as Financial Advisor, Managing Director and Founder at North Point Wealth Management, a with 7 employees, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at npwealth.com, phone signal with area code 770, 678, and a matched LinkedIn profile for David Ward, Cfp ®.
David Ward, Cfp ® previously worked as Financial Advisor, Managing Director & Founder at North Point Wealth Management and Financial Planner at Ameriprise Financial (Formerly American Express Financial Advisors). David Ward, Cfp ® holds Mba, Finance & Real Estate from University Of South Carolina.
Company email context
Email format at North Point Wealth Management
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*@npwealth.com
74% confidence
AeroLeads found 2 current-domain work email signals for David Ward, Cfp ®. Compare company email patterns before reaching out.
Profile bio
About David Ward, Cfp ®
I am a CERTIFIED FINANCIAL PLANNER™ professional that offers Retirement Planning, Investment Management, 401(k) Rollovers, Estate Planning and full Wealth Management services.Note: I am unable to receive personal recommendations or endorsements on this site due to SEC regulations.Securities and advisory services offered through Commonwealth Financial Network, member FINRA/SIPC, a Registered Investment Advisor. The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s BrokerCheck for a list of current registrations. www.finra.org and www.sipc.orgReview our Terms of Use: www.commonwealth.com/termsofuse.html.Registered Branch office:314 Maxwell RoadSte 100Alpharetta, GA 30009678-990-0020dward@npwealth.comSpecialties: Financial Planning, 401k rollovers, Retirement Planning, Estate Planning, Special Needs Planning and Charitable Giving Strategies
Listed skills include 401K Rollovers, Estate Planning, Retirement Planning, Investments, and 37 others.
Current workplace
David Ward, Cfp ®'s current company
Company context helps verify the profile and gives searchers a useful next step.
North Point Wealth Management
7 roles
David Ward, Cfp ® work experience
A career timeline built from the work history available for this profile.
Financial Advisor, Managing Director & Founder
CurrentFinancial planning and money management
Jan 2009 - Present
Financial Planner
Feb 2002 - Dec 2008
Financial Planner
Sep 1997 - Feb 2002
Marketing & Sales
General Electric Capital
Jun 1989 - Jul 1996
Financial Analyst
Northern Telecom
Jun 1988 - Jun 1989
Plant Engineer
Jun 1984 - Sep 1986
3 education records
David Ward, Cfp ® education
Mba, Finance & Real Estate
Mba, Finance & Real Estate
Bs, Engineering
FAQ
Frequently asked questions about David Ward, Cfp ®
Quick answers generated from the profile data available on this page.
What company does David Ward, Cfp ® work for?
David Ward, Cfp ® works for North Point Wealth Management.
What is David Ward, Cfp ®'s role at North Point Wealth Management?
David Ward, Cfp ® is listed as Financial Advisor, Managing Director and Founder at North Point Wealth Management.
What is David Ward, Cfp ®'s email address?
AeroLeads has found 2 work email signals at @npwealth.com for David Ward, Cfp ® at North Point Wealth Management.
What is David Ward, Cfp ®'s phone number?
AeroLeads has found 3 phone signal(s) with area code 770, 678 for David Ward, Cfp ® at North Point Wealth Management.
Where is David Ward, Cfp ® based?
David Ward, Cfp ® is based in Atlanta, Georgia, United States while working with North Point Wealth Management.
What companies has David Ward, Cfp ® worked for?
David Ward, Cfp ® has worked for North Point Wealth Management, Ameriprise Financial (Formerly American Express Financial Advisors), American Express Financial Advisors, General Electric Capital, and Northern Telecom.
Who are David Ward, Cfp ®'s colleagues at North Point Wealth Management?
David Ward, Cfp ®'s colleagues at North Point Wealth Management include Cheryl Tribble and Anthony Doumith.
How can I contact David Ward, Cfp ®?
You can use AeroLeads to view verified contact signals for David Ward, Cfp ® at North Point Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did David Ward, Cfp ® attend?
David Ward, Cfp ® holds Mba, Finance & Real Estate from University Of South Carolina.
What skills is David Ward, Cfp ® known for?
David Ward, Cfp ® is listed with skills including 401K Rollovers, Estate Planning, Retirement Planning, Investments, Financial Planning, Securities, Asset Management, and 401K.
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