Founded in 2003 by David Ward and Alex Aguilar, Ward Aguilar Financial, Inc. is an independent financial services firm operating as a Registered Investment Adviser (RIA). The company is committed to a fiduciary standard, meaning they prioritize their clients' best interests. They offer personalized and comprehensive financial planning services that include retirement planning, estate planning, education funding, and insurance analysis, alongside disciplined investment management focused on risk management and long-term growth.

Founded in

United States