Greg Ward - Financial Finesse Planner

Greg Ward, CFP®

Personal Financial Coach

Charlotte, NC

My Story

Greg has a great penchant for statistics and trend-spotting as well as excellent research and analytical capabilities, as evidenced by his degree in Statistics from The University of California, Davis. You can read his award-winning essay on financial wellness and listen to him featured on a couple podcasts here.

However, Greg also derives great personal value from his financial planning work with individuals, where he describes what he does as “helping to reveal people’s potential to create greater financial wellness for themselves.” His emphatic and caring nature enables him to quickly create feelings of trust with employees.

Greg and his wife are raising four children, two in college, one in high school, and one in middle school – so he is intimately familiar with the ins and outs of college financial aid. His family is actively involved in their church community, where Greg has had the privilege to complete several mission trips, most recently to Romania. They live on the outskirts of Charlotte, North Carolina.

Some Key Life Milestones I’ve Crossed:

  • Cross-country relocation
  • Bought and sold multiple primary residences
  • Sent kids to college

What I’m Focused On :

  • Paying off my mortgage
  • Getting kids through college
  • Setting myself up for early retirement

Years of Experience

25

Specialty Areas

Money Management
Retirement
Education Planning

Education

B.S. in Statistics, University of California – Davis