Richard's Bio

Richard Ward is a Certified Financial Planner™ with a passion for helping people find their purpose in life. With more than 35 years of industry experience, Richard believes in taking a holistic approach to creating a financial portfolio that offers fulfillment and possibilities.

Learn How to Live a Richer Life

Richard is committed to helping you build upon your success as you pursue significance. Many clients he works with are Baby Boomer business owners and executives who are considering a transition out of the business world, or financially secure pre-retirees who have little interest in traditional retirement and are looking for guidance for the second half of their life.

Richard received a Bachelor of Arts degree in Economics from UCLA, and his CFP® education from the College for Financial Planning in Denver, Colorado. He holds a Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent), and Series 65 (Investment Advisor Representative) licenses as well as a Life/Health/Disability Insurance licenses.

Richard is very active in his community, and has supported countless non-profit organizations both locally and nationally. He has personally learned that some of the greatest rewards in life are earned while helping others grow, thrive and prosper and continues to live his purpose on a daily basis by helping others.

A published author, Richard’s book Redefining Retirement: Finding Purpose and Passion for Your Second Half is filled with stories of people who have found their new purpose and passions for the second half of their lives.

Richard currently serves on the Board of Governors for Center Club Orange County, as well as the OC Chapter Board of Advisors in Philanthropy and the Advisory Board for the Institute for Community Impact. He advises at the OC Community Foundation and OneOC, and is a member of the Financial Planning Association, International Association of Advisors in Philanthropy, UCLA Alumni Association, UCLA Chancellor’s Associates, and the UCLA Foundation.

Richard is a lifelong resident of Orange County and has lived in Irvine for 25 years; his father, James E. Ward, was mayor of Santa Ana from 1977 to 1979. Richard has three grown children and lives with his fiancé Dita Shemke. His hobbies include golf, travelling, movies and concerts.

Certified Financial Planner™ or CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc.

Stories

Bill's Story

I had no idea. Literally no idea, about the impact that my decision to create and start Bracken’s Kitchen would have on so many people.

Donnie's Story

Donnie Crevier is on a mission to help kids who need, and want, a hand up. Crevier reveals that this impetus is rooted in his own childhood.

Je'net's Story

Je’net Kreitner has a great story of turning life’s harshest lessons into life’s greatest blessings. Shortly after a very poor relationship ended badly...

Sue's Story

Sue Koch spent most of her career in the Engineering and Construction industry. Her career chose her more than she chose it.

Matt's Story

I thought I was going to retire from the company. In my twenty years at the firm, I had moved from an entry level sales rep position to leading...

Jerri's Story

In 1990, Jerri Rosen was President of J.L. Rosen & Company, blending 25+ years of marketing communications experience...

Marla's Story

Marla Noel has a long and distinguished business history. Trained as a CPA, Marla began her career as an accountant aiming to run her own firm.