Anne Ward Brings LWP 20 Years of Financial Planning Experience
EDINA, MN, April 23, 2020—Laurel Wealth Planning (LWP) is proud to announce and welcome Anne M. Ward, CFP®, AIF®, MPAS®, CRPC® as the team’s new Senior Wealth Manager and Shareholder. Ward joins LWP with more than 20 years of financial planning and investment experience. She will be responsible for serving clients, as well as leading the advice and technology teams as the firm’s internal Chief Operating Officer.
“We are delighted to have Anne on board,” said Laura Kuntz, LWP Founder and Senior Wealth Manager/Shareholder. “Anne provides both extensive financial planning experience and leadership capabilities. She will be a valuable asset to our team.”
“I’m excited to be a part of the LWP team to make an impact in the lives of the clients by simplifying the complex and developing strategies to meet their financial life goals,” said Ward. “LWP rallies around their clients to bring high-touch and attentive service to the many aspects of life and that’s a mission I can stand behind.”
Ward graduated Magna Cum Laude with a Bachelor of Business Administration in finance and investments and minors in accounting and Spanish. She also holds a Master of Science in personal financial planning from the College for Financial Planning, which expands her knowledge to serve her clients better. Ward has earned the Accredited Investment Fiduciary®(AIF®), Certified Financial Planner (CFP®), Chartered Retirement Planning Counselor (CRPC®), and Master Planner Advanced Studies (MPAS®) designations.