Richard Ward, CFP

Richard Ward
Role:Chairman
Serving Since:1998

Richard Ward holds the CERTIFIED FINANCIAL PLANNER™ professional certification and has 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. 

Richard is First Vice President/Investments at Stifel, 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 he continues to live his purpose on a daily basis by helping others. 

Richard has a published book entitled Redefining Retirement: Finding Purpose and Passion for Your Second Half.  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 One OC, 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 OC and has lived in Irvine since 1992. His father, James E. Ward, was mayor of Santa Ana from 1977 - 1979. Richard has three adult children and lives with his fiancé, Dita.

 His hobbies include golf, travelling, movies, and concerts.