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Andrew Ward, Financial Advisor

FINANCIAL ADVISOR
Andrew Ward

CFP®
5695 La Jolla Blvd, La Jolla, CA 92037opens in a new window
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Employee Stock Options
  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities

About Andrew

Based in La Jolla, California, I am a seasoned financial advisor with Edward Jones. I work closely with my clients, their accountants and estate-planning attorneys to create and implement financial strategies tailored to help achieve my clients' goals.

I have been certified by the Certified Financial Planner Board of Standards Inc. as a CFP® professional. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s stringent requirements. To gain certification, a financial advisor must pass the CFP® Certification Examination and agree to abide by the CFP® Board’s Code of Ethics and Standards of Conduct.

My...

Work History

  • Edward JonesFebruary 2007 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • San Diego State UnivBachelor of Arts

Team Members

  • Heather Ryan
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Phone

(858) 454-2823

Fax

(866) 532-5689

Office Address

5695 La Jolla Blvd
La Jolla, CA 92037opens in a new window

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