Richard J. Ward, Cfp® Email & Phone Number

Richard Ward earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and has a passion for helping people pursue their life goals. He shows people new ways to use their skills, experiences, and resources to help others learn, grow, and prosper. Once this new vision is established, Richard provides the financial and philanthropic guidance to work towards turning this vision into reality for them, their families, and the causes they care most about. His clients are often baby boomers who are about to retire or sell their business and are in danger of becoming disconnected, bored, and unhappy unless they find a new mission for the future. Or they may be successful pre-retirees who want to stay in the business world but who are growing stale and perhaps unhappy from the same old ways and are open to new ideas on how to do more with their business or current role. 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. CA Insurance Lic. #0A79923/*********/Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.

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  University Of California, Los Angeles

  Economics