Based in La Jolla, CA, I am a seasoned financial advisor with Edward Jones. I work closely with my clients, their accountants and estate-planning attorneys to create and implement financial strategies tailored to help achieve my clients' goals.
I have been certified by the Certified Financial Planner Board of Standards Inc. as a CFP® professional. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP® Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP® Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
My undergraduate degree in economics is from San Diego State University.
I have served as the president of the Bird Rock Community Council, a position for which I was elected by the community in 2013. I have spoken before many professional organizations in San Diego County on topics including Social Security, Medicare, wealth transfer strategies, retirement income planning and general market commentary.
My wife, Bethany, and I have two beautiful daughters, ages 12 and 10. In my free time, I enjoy spending time with my family, golfing and an occasional trip somewhere tropical.
- Entrepreneurs & Business Owners
- Employee Stock Options
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
Office Address5695 La Jolla Blvd
La Jolla, CA 92037 opens in a new window
Phone NumberAndrew Ward at (858) 454-2823
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:30PM|
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