James A. Ward

A native of the Greater Bay Area and a long-term resident of Santa Clara Valley, Mr. Ward obtained his Bachelor of Science and Master of Science degrees at the University of California at Davis. He worked internationally and lived in four different counties and actually became fluent in Spanish through his studies and different assignments in both Spain and Latin America.

After a long professional career and a lot of travel, he left the area to obtain his law degree in New England where he attended Roger Williams University School of Law in New England on a full academic scholarship. With his background in tax and finance, Mr. Ward decided to work in the legal area of Estate Planning and he continued his education with a postgraduate law degree (LL.M.) in Estate Planning at the nationally renowned program at the University of Miami School of Law. At the urging of several clients, he expanded to include investment management and life insurance services for clients and obtained the CFP® (Certified Financial Planner®) and RICP® (Retirement Income Certified Professional®) designations and established J Ward Financial Services, LLC and Pathfinder Financial Solutions, LLC to further assist clients.