Michael Ward

Mike grew up in Mesa, Arizona where he excelled in academics and was fascinated by how financial systems worked from an early age.  Mike took that intrigue he had and attended Arizona State University, where he graduated Magna Cum Laude from the W.P. Carey School of Business with concurrent degrees in Finance and Management.  Following his studies, he has further developed his financial acumen with his coursework in financial planning at the College for Financial Planning.

Mike has been in the financial services industry for over 15 years and began his Financial Professional career at the beginning of 2022.  Mike joined Frank Financial Concepts, Inc in 2018. 

As a CERTIFIED FINANCIAL PLANNER™ Professional, Mike works closely with clients in developing comprehensive financial plans that are tailored to their individual goals and objectives.  The planning process includes guidance on their portfolio construction and asset allocation, cash flow analysis, retirement income planning, and proactive tax management strategies.  Mike believes that any successful client relationship originates from trust and transparency and is built on a long term and devoted relationship.  This is then supported by an ongoing investment fiduciary commitment to advisory clients and their families.

Mike successfully completed his CERTIFIED FINANCIAL PLANNER™ coursework at the College for Financial Planning and was awarded his CFP® designation through the Certified Financial Planning Board to become a CERTIFIED FINANCIAL PLANNER™ Professional.  In addition, he presently holds the Series 7 and Series 66 licenses with LPL Financial and the NAIC License for Life, Accident and Health Insurance. 

Mike currently resides in Scottsdale, Arizona where he enjoys staying active in various sports and exploring the great outdoors.  Mike looks forward to continuing his education and giving his clients the best financial experience possible.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.