Carlos E. Ward, Jr has been in the financial services industry for 25 years, providing clients with professional retirement and investment planning services. Carlos graduated from Howard University with a BBA in Finance. He continued his education by earning his CFP® certification in 2006. Carlos is a registered representative and an investment advisor representative with SagePoint Financial.
Carlos is active in his local church and community. Carlos’ passion is to educate, encourage, and empower individuals with financial insight that will assist them in reaching their lifestyle independence. Carlos and his wife, Lucinda live in Middletown, DE, which also serves as home base for their three young adult children.