Member of the Orange County Chapter
 
Richard Ward
First Vice President/Investments, CFP(r)
Stifel

Richard's professional experience and long history as a volunteer for non-profits has led him to focus his business on helping others grow from business and personal encounters to a lifetime of significance. Whether this is found by contributing time, talent, or treasure in the service of others, Richard works to help his clients make such contributions effective and sustainable for favored causes as well as for their families. He approaches his work from a comprehensive view of the client's financial position and goals in order to provide customized, personal advice, and guidance in coordination with other trusted advisors.


Work Address
Stifel

20 Pacifica, Suite 1400
Irvine, CA 92618
Profession
Financial Advisor
39years experience.
Specialization
Investment Planning
Phone
949-271-5110
Mobile Phone
7148016121
Fax
949 788-0172
wardr@stifel.com
Business Website
UCLA Involvement
 
 Education
 UCLA BA 1978
  Institute for Divorce Financial Analysts CDFA 2010
  College for Financial Planning CFP 1988
 

Professional Groups
Financial Planning Association Advisors in Philanthropy

  Service Groups
Goodwill of Orange County


View Business Card