About Greg Ward

Greg Ward
Greg WardCFP®

Greg Ward is a Senior Resident Financial Planner at Financial Finesse and is our chief financial research analyst. Greg is responsible for all of the data, statistics, and fact checking at Financial Finesse as well as providing service delivery of the company’s Financial Helpline, Workshops and Webcasts.

Greg contributes weekly with tips on personal finance and best practices for taking control of your money.

His background includes over 19 years in the financial services industry with positions ranging from Pension Service Representative to Investment Specialist to Financial Advisor. He achieved the CERTIFIED FINANCIAL PLANNER™ designation in 2004. Greg holds a Bachelor of Science degree in Statistics from The University of California, Davis.

Favorite Financial Guru: Dave Ramsey

Fun Fact: “I have jumped out of a perfectly good airplane – twice. Otherwise, I’m a pretty boring guy”

Favorite Quote: “He is no fool who gives what he cannot keep to gain that which he cannot lose.” – Jim Elliot