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Richard J. Ward, CFP®, CDFA

Stifel Nicolaus

20 Pacifica
Ste 1400
Irvine, CA 92618
Phone: (949) 271-5110

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Household Income Minimum: $0
Investable Asset Minimum: $350,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Banking
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Employee Benefits
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Sudden Wealth

 

How Planner Charges

Considerations: Though I work with many types of families, now focus on helping those in divorce

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.