Ward Aguilar Financial, Inc. Email Format
Financial ServicesCalifornia, United States0-1 Employees
Ward Aguilar Financial, Inc. is a financial services firm based in Newport Beach, California. It focuses on solution-based financial planning and wealth management, tailoring strategies to individual and organizational needs. The company aims to help families, their businesses, and foundations organize and solidify financial objectives while planning for wealth growth and transfer to the next generation. Its offerings span tax and financial planning, portfolio management, and personalized educational programs. The firm has a very small team and operates from a single office in Newport Beach. The service model combines planning, asset management, and educational components to support clients over time.