Roger Ward, Cpa/Pfs, Cfp, Mfp
AeroLeads people directory · profile

Roger Ward, Cpa/Pfs, Cfp, Mfp Email & Phone Number

Partner and Principal Wealth Manager at Creative Planning LLC
Location: Roswell, Georgia, United States 5 work roles 2 schools
1 phone found area 404 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

Contact Signals · 1 phone

Direct phone (404) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Creative Planning LLC
Role
Partner and Principal Wealth Manager
Location
Roswell, Georgia, United States
Company size
631 employees

Who is Roger Ward, Cpa/Pfs, Cfp, Mfp? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Roger Ward, Cpa/Pfs, Cfp, Mfp is listed as Partner and Principal Wealth Manager at Creative Planning LLC, a with 631 employees, based in Roswell, Georgia, United States. AeroLeads shows phone signal with area code 404 and a matched LinkedIn profile for Roger Ward, Cpa/Pfs, Cfp, Mfp.

Roger Ward, Cpa/Pfs, Cfp, Mfp previously worked as Principal at Truewealth Management and Principal at Tarpley & Underwood Financial Advisors, Llc. Roger Ward, Cpa/Pfs, Cfp, Mfp holds Ms, Personal Financial Planning from Georgia State University.

Company email context

Email format at Creative Planning LLC

This section adds company-level context without repeating Roger Ward, Cpa/Pfs, Cfp, Mfp's masked contact details.

Creative Planning LLC

Review company-level records connected to Roger Ward, Cpa/Pfs, Cfp, Mfp before choosing the right outreach path.

View email format View company profile Management contacts
Profile bio

About Roger Ward, Cpa/Pfs, Cfp, Mfp

Roger is a Partner and Private Wealth Manager with Creative Planning, LLC.Roger is experienced with helping clients simplify the complications that come with dealing with wealth. He specializes in assisting clients with complicated personal financial planning situations, retirement planning, and liquidity event planning. He enjoys the process of helping clients turn assets into a lifestyle through prudent planning. Roger is involved in several professional organizations including the Personal Financial Planning Section of the American Institute of CPAs.

Current workplace

Roger Ward, Cpa/Pfs, Cfp, Mfp's current company

Company context helps verify the profile and gives searchers a useful next step.

Creative Planning LLC
Creative Planning Llc
Partner and Principal Wealth Manager
overland park, kansas, united states
Website
creativeplanning.com
Employees
631
AeroLeads page
Company profile
View company profile Email format
5 roles

Roger Ward, Cpa/Pfs, Cfp, Mfp work experience

A career timeline built from the work history available for this profile.

Partner And Principal Wealth Manager

Current
Creative Planning Llc

Atlanta, Georgia, United States

Oct 2020 - Present

Comptroller

Savannah-Chatham County Board Of Education

Savannah, Georgia Area

Jan 1990 - Dec 1996

Senior

Deloitte

Greater Atlanta Area

Aug 1986 - Oct 1990
Team & coworkers

Colleagues at Creative Planning LLC

Other employees you can reach at creativeplanning.com. View company contacts for 631 employees →

NB Nick Bedlan, Cfa, Cfp® Nick Bedlan, Cfa, Cfp® Colleague at Creative Planning LlcGig Harbor, Washington, United States View → BF Byron Frey, Cfp® Byron Frey, Cfp® Colleague at Creative Planning LlcNorth Cape May, New Jersey, United States View → BD Brittany Del Favero, Cpfa® Brittany Del Favero, Cpfa® Colleague at Creative Planning LlcScottsdale, Arizona, United States View → BD Beckie Doty Beckie Doty Colleague at Creative Planning LlcLeawood, Kansas, United States View → JP Jason Preston Jason Preston Colleague at Creative Planning LlcDallas-Fort Worth Metroplex, United States View → ES Evan Schumacher, Cfp® Evan Schumacher, Cfp® Colleague at Creative Planning LlcDenver, Colorado, United States View → DD Dylan Dunlea, Cfp® Dylan Dunlea, Cfp® Colleague at Creative Planning LlcNewport Beach, California, United States View → MR Mike Roberts Mike Roberts Colleague at Creative Planning LlcLeawood, Kansas, United States View → LB Laura Bartlett Laura Bartlett Colleague at Creative Planning LlcMinneapolis, Minnesota, United States View → NZ Nick Zeitlow Nick Zeitlow Colleague at Creative Planning LlcLeawood, Kansas, United States View →
2 education records

Roger Ward, Cpa/Pfs, Cfp, Mfp education

FAQ

Frequently asked questions about Roger Ward, Cpa/Pfs, Cfp, Mfp

Quick answers generated from the profile data available on this page.

What company does Roger Ward, Cpa/Pfs, Cfp, Mfp work for?

Roger Ward, Cpa/Pfs, Cfp, Mfp works for Creative Planning LLC.

What is Roger Ward, Cpa/Pfs, Cfp, Mfp's role at Creative Planning LLC?

Roger Ward, Cpa/Pfs, Cfp, Mfp is listed as Partner and Principal Wealth Manager at Creative Planning LLC.

What is Roger Ward, Cpa/Pfs, Cfp, Mfp's phone number?

AeroLeads has found 1 phone signal(s) with area code 404 for Roger Ward, Cpa/Pfs, Cfp, Mfp at Creative Planning LLC.

Where is Roger Ward, Cpa/Pfs, Cfp, Mfp based?

Roger Ward, Cpa/Pfs, Cfp, Mfp is based in Roswell, Georgia, United States while working with Creative Planning LLC.

What companies has Roger Ward, Cpa/Pfs, Cfp, Mfp worked for?

Roger Ward, Cpa/Pfs, Cfp, Mfp has worked for Creative Planning Llc, Truewealth Management, Tarpley & Underwood Financial Advisors, Llc, Savannah-Chatham County Board Of Education, and Deloitte.

Who are Roger Ward, Cpa/Pfs, Cfp, Mfp's colleagues at Creative Planning LLC?

Roger Ward, Cpa/Pfs, Cfp, Mfp's colleagues at Creative Planning LLC include Nick Bedlan, Cfa, Cfp®, Byron Frey, Cfp®, Brittany Del Favero, Cpfa®, Beckie Doty, and Jason Preston.

How can I contact Roger Ward, Cpa/Pfs, Cfp, Mfp?

You can use AeroLeads to view verified contact signals for Roger Ward, Cpa/Pfs, Cfp, Mfp at Creative Planning LLC, including work email, phone, and LinkedIn data when available.

What schools did Roger Ward, Cpa/Pfs, Cfp, Mfp attend?

Roger Ward, Cpa/Pfs, Cfp, Mfp holds Ms, Personal Financial Planning from Georgia State University.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.