Randy Ward Email & Phone Number
Partner @ EverOak Wealth Co.
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Randy Ward Location
- Colorado Springs, CO, US
Randy Ward Work
- Partner @ (July 2020 - Present)
- Vice President of Financial Planning @ Strategic Financial Partners (August 2013 - July 2020)
Randy Ward Education
- Colorado Christian University
Bachelor of Science (BS) (Business Administration and Management)
2009-2013
Randy Ward Skills
- 401k
- Asset Allocation
- Estate Planning
- Financial Advisory
- Financial Planners
- IRAs
- Investment Advisory
- Investment Strategies
- Investments
- Mutual Funds
- Personal Financial Planning
- Retirement Planning
- Roth IRA
- Securities
- Series 7
- Strategic Financial Planning
- Term Life Insurance
- Uniform Combined State Law
- Variable Annuities
- Wealth Management
- Leadership
- Sales
- Business Development
- Finance
- Financial Services
- Business Administration
- Personal Financial
- JavaScript
- Uniform Combined State
- Strategic Financial
- Science
- Marketing Strategy
Randy Ward Summary
- Randy Ward, based in Colorado Springs, CO, US, is currently a Partner at EverOak Wealth Co.. Randy Ward brings experience from previous roles at Strategic Financial Partners. Randy Ward holds a 2009 - 2013 Bachelor of Science (BS) in Business Administration and Management @ Colorado Christian University. With a robust skill set that includes 401k, Asset Allocation, Estate Planning, Financial Advisory, Financial Planners and more. Randy Ward has 1 emails and 2 mobile phone numbers on RocketReach.
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