Richard Ward

Richard Ward is a financial advisor who holds the CERTIFIED FINANICAL PLANNER TM professional certification with a passion for helping people find their purpose in life. Richard believes that the secret to living life well and leaving a lasting legacy is found by making contributions in our communities that help others prosper.

Richard Ward

Living a Richer Life

I tell people that my mission is to help more people “live richer lives”, which invokes their curiosity. Being somewhat unclear, they often ask, “What does that mean?” I’m always glad as this is one of my favorite subjects to talk about. While many wonder if they will ever find greater new roles for their …

Living a Richer Life Read More »

Philanthropy for the Rest of Us: Age and Charitable Giving Benefits

You’re definitely not in Bill Gates’ league, but you do pride yourself on being a loyal supporter of one or more important philanthropic causes. You may have started small a number of years ago, but now days you’ve budgeted several thousands of dollars annually to support your favorite organizations. Likely, you complete this either with …

Philanthropy for the Rest of Us: Age and Charitable Giving Benefits Read More »

Philanthropy for the Rest of Us: Smarter Annual Giving

You’re definitely not in Bill Gates’ league, but you do pride yourself on being a loyal supporter of one or more important philanthropic causes. You may have started giving small a number of years ago, but now days you’ve budgeted several thousands of dollars annually to support your favorite organizations. Likely, you complete this either …

Philanthropy for the Rest of Us: Smarter Annual Giving Read More »

Organization Spotlight: OneOC

OneOC

Orange County, California is home to many non-profit organizations that are doing good for so many people in a variety of ways. OneOC is one of those groups that is making a positive contribution to its community. Over the years, OneOC has helped companies and non-profits in Orange County reach their fullest potential by providing …

Organization Spotlight: OneOC Read More »

Why the Power of Giving Circles?

When it comes to philanthropy, there are many different ways to give and help those in need. From foundations to non-profits, the power of philanthropy is alive and well in many communities. Besides your foundations and non-profit organizations, giving circles are another way to practice philanthropy and make sure those who need help receive it. …

Why the Power of Giving Circles? Read More »

Scroll to Top