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David E. Ward, CFP®

Commonwealth Financial Network 29

11675 Great Oaks Way
Ste 325
Alpharetta, GA 30022
Phone: (678) 990-0020

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Household Income Minimum: $75,000
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Job Loss
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Sudden Wealth
  • Special Needs

 

About My Practice

 

Experience

  • North Point Wealth Management, Managing Director/Financial Advisor, January 2009-current
  • Ameriprise Financial (formerly American Express Financial Advisors), Senior Financial Advisor, 2004-2009
  • American Express Financial Advisors, Senior Financial Advisor, 1997-2004
  • GE Capital, Regional Financial Consultant, 1988-1996
  • General Motors, Plant Engineering, 1984-1986

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63
Insurance Licenses
Life insurance: GA
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
Broker-Dealer Affiliation
Commonwealth Financial Network

 

How Planner Charges

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