Charlie | Financial Planner | Investment Strategies Advisors

Charlie Ward, CFP®

►Charlie Ward is a CERTIFIED FINANCIAL PLANNER™ and LPL Financial Advisor with Investment Strategies Advisors. Before joining our practice, he enjoyed supporting individual investors and retirement plans at Merrill for several years. He earned a bachelor’s degree with Magna Cum Laude honors in Supply Chain Management from The University of Rhode Island. He currently holds Series 7 and 66 securities registrations through LPL Financial and continues to pursue additional certifications. As an investment fiduciary, Charlie takes pride in placing the needs of our clients above those of our firm.

Charlie has a deep desire to make a difference in his client’s lives and is available at every transition to help them make suitable decisions. He puts great effort into educating clients, so they understand what we are doing for them and more importantly - why it makes sense for their individual circumstances.

Charlie enjoys collaborating with clients in various life stages to balance their many goals through effective planning, implementation, and monitoring. Whether your goal is investing in a future education, reducing taxes for your business, preserving a family legacy, or planning for your retirement – he is attentive to your individual goals and always places your best interest first. As part of our team at Investment Strategies Advisors, he is supported by over 40 years of investment experience and a client-focused culture of integrity.

When he isn’t working with clients, he enjoys spending his free time actively enjoying the outdoors with friends and family. Charlie is originally from Rhode Island, and now resides in Morris County, NJ with his wife, Helene, and their dog, Jax.