For more than 25 years, Ward has helped individuals, families, and business owners navigate important financial decisions and pursue their long-term goals. As a key member of David Rascoe's team since 1999, Ward has developed lasting relationships with clients, many of whom have trusted him for decades.

Ward is dedicated to helping clients build, manage, and preserve wealth through personalized investment guidance and retirement planning strategies tailored to their unique objectives. He takes pride in understanding each client's goals, priorities, and financial circumstances, helping them make informed decisions with confidence.

Known for his responsiveness, attention to detail, and commitment to exceptional service, Ward works closely with clients to simplify complex financial concepts and develop practical strategies designed to support their long-term success. His disciplined, relationship-focused approach allows clients to feel supported through every stage of life and every major financial decision.

Licensed and registered to serve clients in 33 states, Ward works with individuals and families throughout the country while maintaining the personalized attention and accessibility that have been the foundation of his client relationships for more than two decades.

A native of Tempe, Arizona, Ward moved to San Diego in 1990 and studied finance at San Diego State University. He resides in Bay Park and enjoys spending time with his family, surfing, gardening, and playing pickleball.

David is a trusted advisor with more than three decades of experience and knowledge
in wealth management and investment advisory services. He provides comprehensive
financial guidance to high-net-worth individuals, families, executives, and business
owners, helping them approach important complex financial decisions with greater
clarity and confidence.
In 1991, David began his career as a Financial Advisor, with an early focus on
retirement planning education through client workshops. For approximately three years,
he also contributed a stock and bond column titled “Daily Market Roundup” for the San
Diego Daily Transcript, offering readers timely market insights and analysis.
Throughout his career, he has developed experience and knowledge working with
successful individuals and families. He specializes in retirement planning, helping
clients prepare for and transition into retirement while considering plan distribution
strategies, tax efficiency, inflation, Individual Retirement Accounts (IRAs), and long-term
management of their wealth.
David takes a holistic and highly personalized approach to financial guidance. He works
closely with each client to understand their goals, priorities, values, and concerns before
developing customized investment strategies aligned with their financial circumstances,
risk tolerance, and legacy objectives. His disciplined perspective is informed by decades
of experience across a wide range of market environments.
David’s commitment to client service is deeply personal. His father, the owner of a small
pharmacy, taught him early in life the importance of providing exceptional service and
meaningful value.
Later, while working at a hospital pharmacy, David helped his father better understand
his retirement plans. That experience reinforced his dedication to helping others make
informed financial decisions and prepare confidently for the future.
David graduated from the University of Southern California and continued his education
through additional studies at the University of Kent in Canterbury, England.
Outside of his professional work, David enjoys traveling and participating in a variety of
outdoor sports and activities.
CA Insurance License #: 0A54124, FL Insurance License #: G355506, Resident State:
FL

Patricia is a seasoned financial services professional with more than 20 years of experience supporting clients and advisors. Since beginning her career in 2001, she has built extensive wealth management knowledge and experience, paired with a thoughtful, approachable style.

In her role as a Client Performance Analyst, Patricia partners closely with the team to provide valuable insights, logistics, and reliable support. She is dedicated to service excellence and consistently prioritizes integrity and quality in her work, while helping make the experience feel clear and supportive.

Patricia approaches each responsibility with accuracy, diligence, and thoughtful attention to detail. Her focus on strong relationships and responsive service makes her a trusted resource for the team and the clients she serves.

Throughout her career, Patricia has remained committed to continuous growth and to providing the dependable support needed to deliver a highly personalized wealth management experience. She brings care, consistency, and a friendly spirit to the work she does every day.

Patricia is a native San Diegan who raised two daughters with her husband. They enjoy spending time with their growing family and taking advantage of everything their beautiful city has to offer