Michael Ward

Michael Ward

Director of Financial Planning

Mike joined Frank Financial Concepts, Inc. as a Registered Assistant in 2018.  Previously, he started with Barnard Wealth Management Inc. in 2006.  Barnard Wealth Management Inc. was acquired by Frank Financial Concepts, Inc. 

Mike attended Arizona State University and graduated Magna Cum Laude from the W.P. Carey School of Business with concurrent degrees in Finance and Management.  He is currently finishing up a master’s level Certified Financial Planner (CFP®) designation and will sit for the board exam in March of 2021.

Mike is looking forward to using his expertise in his new role as Director of Financial Planning.  His current responsibilities include managing client relationships and helping clients with their financial planning needs.  Mike will continue to be involved with investment portfolio management and investment research. 

Mike currently holds a FINRA license Series 7.

 

 

 

 

 

Phone 480-629-5014