Randy Ward, Cfp®, Cexp™

Randy Ward, Cfp®, Cexp™ Email and Phone Number

Partner at EverOak Wealth Co. @ EverOak Wealth Co.
Randy Ward, Cfp®, Cexp™'s Location
Colorado Springs, Colorado, United States, United States
About Randy Ward, Cfp®, Cexp™

As we all work, plan, and invest to improve our financial wellbeing, we face constant negativity, fear-filled headlines and uncertainty. Facing these challenges is almost impossible alone. It’s our mission to drive financial outcomes in your life, not just investment returns, so that you can put all of your energy towards something greater than money.

Randy Ward, Cfp®, Cexp™'s Current Company Details
EverOak Wealth Co.

Everoak Wealth Co.

View
Partner at EverOak Wealth Co.
Randy Ward, Cfp®, Cexp™ Work Experience Details
  • Everoak Wealth Co.
    Partner
    Everoak Wealth Co. Jul 2020 - Present
    7222 Commerce Center Dr., Suite 108, Colorado Springs, Colorado, United States
    Customized Financial Planning & Investment ManagementEndowments, Foundations, & Corporate Asset ManagementRetirement Plan ConsultingBusiness Exit PlanningTax Strategy & PlanningRegistered representative and investment advisor representative of Cetera Advisor Networks LLC. Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. EverOak Wealth Co. is independently owned and operated.
    View
  • Strategic Financial Partners
    Vice President Of Financial Planning
    Strategic Financial Partners Aug 2013 - Jul 2020
    View

Randy Ward, Cfp®, Cexp™ Skills

Estate Planning Financial Advisory Financial Planners Retirement Planning Iras Investments Variable Annuities 401k Asset Allocation Investment Advisory Roth Ira Wealth Management Mutual Funds Uniform Combined State Law Strategic Financial Planning Investment Strategies Personal Financial Planning Term Life Insurance Series 7 Securities

Randy Ward, Cfp®, Cexp™ Education Details

Frequently Asked Questions about Randy Ward, Cfp®, Cexp™

What company does Randy Ward, Cfp®, Cexp™ work for?

Randy Ward, Cfp®, Cexp™ works for Everoak Wealth Co.

What is Randy Ward, Cfp®, Cexp™'s role at the current company?

Randy Ward, Cfp®, Cexp™'s current role is Partner at EverOak Wealth Co..

What schools did Randy Ward, Cfp®, Cexp™ attend?

Randy Ward, Cfp®, Cexp™ attended Colorado Christian University.

What skills is Randy Ward, Cfp®, Cexp™ known for?

Randy Ward, Cfp®, Cexp™ has skills like Estate Planning, Financial Advisory, Financial Planners, Retirement Planning, Iras, Investments, Variable Annuities, 401k, Asset Allocation, Investment Advisory, Roth Ira, Wealth Management.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.