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Carlos E. Ward Jr., CFP

Carlos E. Ward Jr., CFP

Investment Advisor Representative

302-378-9103

302-378-9367

cward@efficientfrontiergroup.com


Carlos is the founder and president of Efficient Frontier Group, LLC., an investment advice and retirement planning firm that focuses on helping clients reach their retirement and investment objectives.

He has been a Retirement and Investment Advisor for over 25 years and is a passionate educator on retirement and associated financial matters.  

Carlos’ studies include a BBA in Finance from Howard University, a CERTIFIED FINANCIAL PLANNER™ Certificate from the CFP Board of Standards.