Warren Ward, CFP�
Warren is a Certified Financial Planner� and principal of Warren Ward Associates. He began his career in finance in 1991, working for a regional brokerage firm. He later began working as a Financial Planner for a bank in Columbus, IN, before opening his private practice in 1999.
By opening his own practice, Warren was able to move to the same side of the table as his clients, free to make recommendations without any corporate influences that may or may not be in the client's best interest. He will become as involved in your situation as you wish, from answering the occasional question over the phone to working with your other advisors to meet all of your financial and lifestyle needs.
Warren is a member of the Financial Planning Association, the Society of Financial Professionals, The Hoosier Hills Estate Planning Council and The Indiana Society of Public Accountants. He is also a local expert on college financial aid issues.
Warren is not an attorney and he does not offer legal advice. Neither does he do taxes, but he is willing to make necessary referrals upon request. What he does strive to do is merge the information from all your advisors into a coherent plan that puts your needs first.
Warren is dedicated to community involvement and has been involved with the Columbus Area Arts Council, Big Brothers/Big Sisters, Su CASA and First Presbyterian Church.
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