Jim Ward is a long-time estate planning attorney who practices Estate Planning and Elder Law. After years of having clients request that he manage their investments, he finally decided to obtain his CFP® (Certified Financial Planner®) designation and open his own Registered Investment Advisor Firm, J Ward Financial Services, LLC.

From there, Jim obtained his insurance license CA Insurance Lic. #0L60325, and added the other credentials of RICP® (Retirement Income Certified Professional®), CRPC® (Chartered Retirement Planning Counselor®), and the Series 7 and 66 FINRA licenses.

Jim is also a member of Ed Slott’s Master Elite IRA Advisor Group℠.