Randy Ward

Randy Ward CFP®, CExP™

Partner
719-300-6709

Randy majored in Business Administration at Colorado Christian University, later becoming a CERTIFIED FINANCIAL PLANNER™ through Boston University. He focuses on comprehensive planning with families and business owners, knowing there’s a profound need for holistic advice that can be taken at bite-sized levels, closely monitored, then followed. He currently maintains his Certified Financial Planner (CFP®) and Certified Exit Planner (CExP™) designations.

Randy spends his free time with his high school sweetheart, Krista, and their four kids, hiking, snowboarding, off-roading in the Rockies, racing, and working on cars. Randy has served on the boards of several local and national non-profit organizations. He is currently devoted to supporting our community through various volunteer projects and as a local non-profit foundation board member.


Randy Ward is a registered representative and investment advisor representative