Meet Our Partners
Building and preserving wealth is a lifelong commitment best supported by a trusted, objective advisor. We are dedicated to fostering long-term relationships – an approach that has proven successful for the individuals and families we serve, and for our firm.
William T. Ward, Jr. CFP®
Bill Ward is a Partner and co-founder of Ward & Associates, established in 1996. For more than 30 years, he has advised high-net-worth individuals, families, and their related entities in the management of complex wealth and long-term financial planning.
His work spans a broad range of wealth management disciplines, including estate planning, charitable giving, taxation, real estate, risk management, retirement planning, and investment strategy. He is also responsible for the design, implementation, and oversight of client investment portfolios.
Mr. Ward is a CERTIFIED FINANCIAL PLANNER™ practitioner and an Investment Adviser Representative holding the Series 65 license. As a CFP® professional, he has met the CFP Board’s education, examination, and experience requirements and adheres to its Code of Ethics and professional standards.
He has been deeply involved in both his profession and community throughout his career. Mr. Ward served for 19 years on the Investment Committee of the Roman Catholic Diocese of San Diego, including 13 years as its Chair, where he helped guide investment strategy for the Lay Employees’ Pension Plan and other diocesan assets. He also served on the Diocese Finance Council and the Investment Committee for the Diocese of San Diego and San Bernardino Priests Pension Plan.
In addition, Mr. Ward was a long-time member of the Good Guys of Morgan Run, an organization dedicated to providing financial assistance to injured U.S. Marines. He also formerly served on the President’s Council of TD Ameritrade Institutional.
Mr. Ward earned a Bachelor of Science degree in Finance from the University of Southern California.
Kevin A. Ward
Kevin Ward is a Partner at Ward & Associates, where he has advised individuals and families for more than 25 years. His work is centered on helping clients navigate complexity, bringing clarity, structure, and discipline to the management of their wealth.
He works closely with clients on the design and oversight of integrated wealth strategies, with a focus on long-term outcomes and thoughtful decision-making. His approach reflects the firm’s broader philosophy: disciplined, objective, and grounded in a comprehensive view of each client’s financial life.
In addition to his client responsibilities, Mr. Ward plays a central role in the firm’s operations, overseeing trading, reporting, and the continued development of the firm’s technology infrastructure. He also serves as Chief Compliance Officer, with responsibility for regulatory oversight and the firm’s SEC registration.
Mr. Ward has been actively involved in his community, serving two terms on the Board of Directors of Santa Fe Christian Schools in Solana Beach, where he chaired the Development Committee, served on the school’s Endowment Committee and was part of the leadership team for its $25m Rise Beyond capital campaign.
He earned his Bachelor of Arts from Loyola Marymount University with an emphasis in Urban Economics and was a member of the Division I men’s soccer program. Mr. Ward also completed the Personal Financial Planning Program affiliated with the Anderson School of Business at UCLA.