Roger Ward, Cpa/Pfs, Cfp, Mfp
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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 May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 phone

Direct phone (404) ***-****
LinkedIn Profile matched
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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

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Quick answer

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

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Creative Planning LLC

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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

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Creative Planning LLC
Creative Planning Llc
Partner and Principal Wealth Manager
overland park, kansas, united states
Website
creativeplanning.com
Employees
631
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Company profile
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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 →

MC Michael Conner, Cfa Michael Conner, Cfa Colleague at Creative Planning Llc Greater Philadelphia, United States View → LH Lauren Huddlestun Lauren Huddlestun Colleague at Creative Planning Llc Overland Park, Kansas, United States, United States View → MR Mike Roberts Mike Roberts Colleague at Creative Planning Llc Leawood, Kansas, United States, United States View → MM Mary Milam Mary Milam Colleague at Creative Planning Llc Greater Tucson Area, United States View → LM Lori Mckee, Mba, Cfp® Lori Mckee, Mba, Cfp® Colleague at Creative Planning Llc Greater St. Louis, United States View → ST Shelby Taylor Shelby Taylor Colleague at Creative Planning Llc Overland Park, Kansas, United States, United States View → BH Bruce Herbst Bruce Herbst Colleague at Creative Planning Llc Minnetonka, Minnesota, United States, United States View → SJ Shannon Johnston Shannon Johnston Colleague at Creative Planning Llc Leawood, Kansas, United States, United States View → LT Liam Terry Liam Terry Colleague at Creative Planning Llc Worcester, Massachusetts, United States, United States View → CD Caitlin Delaney-Parrett Caitlin Delaney-Parrett Colleague at Creative Planning Llc Kansas City, Missouri, United States, 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 Michael Conner, Cfa, Lauren Huddlestun, Mike Roberts, Mary Milam, and Lori Mckee, Mba, Cfp®.

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.

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