Keythe Ward-Aguilar, CFP®

Keythe Ward-Aguilar, CFP® has a long history of experience in the financial services industry. From 1980 to 1995, they worked as a Registered Broker Dealer at EFC Management, Inc., Bateman Eichler, Hill Richards, and Reynolds & Co. In 1995, they worked as a Registered Broker Dealer/CFO at First American Equities. In 1996, they worked as a Registered Broker Dealer/CFO at Geneva International. From 1998 to 2006, they worked as a Certified Financial Planner™/ Divisional VP at AXA Advisors. From 2006 to 2017, they worked as a Certified Financial Planner™/ Wealth Manager / Investment Advisor at Ward Aguilar Financial, Inc. In 2015, they co-founded QuickVest. Since 2017, they have been a Certified Financial Planner™/Partner & CFO, CCO at ProCore Advisors, where they put clients first and provides conflict-free, objective, timely and actionable research and advice.

Keythe Ward-Aguilar, CFP® obtained a Certified Financial Planner (CFP) certification from the CFP Board and is a member of the Financial Planning Association Orange County, which is part of the Financial Planning Association (FPA). Keythe also attended The American College of Financial Services and the University of Colorado Boulder, where they studied Architecture.