Bryan Ward

Bryan Ward has a long and varied work experience. Bryan began their career in 1995 as a Lifeguard/EMT for the City of Newport Beach. In 2002, they joined AXA Advisors as a Financial Advisor. In 2005, they moved to City National Bank as a VP, Senior Private Client Analyst. In 2014, they became a Partner & Chief Investment Officer for ProCore Advisors, a fiduciary financial planning firm. In 2015, they co-founded QuickVest, a low cost automated investment platform.

Bryan Ward completed their Bachelor of Science (B.S.) from California State University, Long Beach in 2000. Bryan then attended University of California, Los Angeles to study Financial Planning & Taxation. In 2006, they obtained their Master of Science (MS) from William Howard Taft University in Masters of Law in Taxation. In 2009, they obtained their Certified Investment Management Analyst (CIMA) from Investment Management Consultants Association. In 2007, they obtained their Certified Financial Planner (CFP) from Financial Planning Association (FPA). Bryan also completed an Executive Education Program in Investment Analysis from The Wharton School.