Kevin A. Ward
Mr. Ward is a Partner in Ward & Associates, a firm he joined in April 2000.
Mr. Ward has 12 years of client-focused advisory experience and is responsible for overseeing client relationships and assisting with the design, implementation and supervision of client investment portfolios. Additionally, Mr. Ward is responsible for overseeing firm operations, including trading and reporting, and the development and integration of the technological infrastructure used by the firm.
Mr. Ward also serves as the firm’s Chief Compliance Officer and is responsible for all regulatory compliance matters, including the filing of the firm’s annual amendment to its SEC registration.
Mr. Ward is an investment advisor representative and has passed the Series 65, Uniform Investment Adviser Law Examination.
Mr. Ward is actively involved as a member of the Southern California Compliance Group and the San Diego Chapter of the Financial Planning Association. Mr. Ward attends Saint John Catholic Church in Encinitas and volunteers his time at Santa Fe Christian Schools where he is a member of the Development Committee and the Men of SFC.
Mr. Ward graduated from Loyola Marymount University with a Bachelor of Arts in Urban Studies in 1996 with an emphasis in Urban Economics. Mr. Ward has completed the Personal Financial Planning Program affiliated with the Anderson School of Business at the University of California, Los Angeles.