Michael Ward

CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL

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.  Following his studies, he has further developed his financial acumen with his coursework in financial planning at the College for Financial Planning.

As a CERTIFIED FINANCIAL PLANNER™ Professional, Mike works closely with clients in developing comprehensive financial plans that are tailored to their individual goals and objectives.  The planning process includes guidance on their portfolio construction and asset allocation, cash flow analysis, retirement income planning, and proactive tax management strategies.  Mike believes that any successful client relationship originates from trust and transparency and is built on a long term and devoted relationship.  This is then supported by an ongoing fiduciary commitment to clients and their families.

Mike successfully completed his CERTIFIED FINANCIAL PLANNER™ coursework at the College for Financial Planning and was awarded his CFP® designation through the Certified Financial Planning Board to become a CERTIFIED FINANCIAL PLANNER™ Professional.  In addition, he presently holds the FINRA license Series 7. 

Mike is a native to Arizona, residing locally in Scottsdale.  When he is not helping clients, Mike enjoys staying active by playing sports and exploring the great outdoors.

 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

 

 

 

 

 

Phone 480-629-5014