Anne Ward (AIF®, CFP®, CRPC®, MS)

Anne Ward focuses in the
following client markets or areas of practice:

  • Divorce Planning
  • High Net Worth Client Needs
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

Like all the wealth managers at Laurel Wealth Planning, Anne serves many women decision-makers. Her specialty is working with people in life transitions, like divorce, retirement or loss of a partner.

Anne builds her work on a deep understanding of her clients’ goals and values. She wants clients to be comfortable sharing concerns and questions, feeling like they are amongst friends. Once she understands their big picture, Anne proposes solutions to get clients to their goals. Her 20 years of experience and master’s degree in personal financial planning help her integrate all aspects of a clients’ financial life. She helps simplify complex situations, puts numbers around life choices and empowers clients to actively participate in their financial planning.

Anne is known for her steady presence and attention to detail. She calmly helps people navigate through emotional moments in life or volatile market swings. She is organized and proactive — aiming to know clients’ financial situation inside and out.

Anne works in tight partnership with team members, including Portfolio Manager Mike Kellner and LWP Founder Laura Kuntz, who is a CPA with a master’s degree in taxation. Many clients use the LWP team — with their wide and deep experience, personal focus and high team-to-client ratio — as their financial “voice of reason.”

Additional Information

As a lifelong learner, Anne believes her high-quality education helps serve clients. Anne graduated Magna Cum Laude with a Bachelor of Business Administration in finance and investments and minors in accounting and Spanish. She also holds a Master of Science in personal financial planning, which expands her knowledge to serve her clients better. She has earned the Accredited Investment Fiduciary® (AIF), Certified Financial Planner® (CFP), Chartered Retirement Planning Counselor® (CRPC), and Master Planner Advanced Studies® (MPAS) designations.

NAPFA Start Date

April 23, 2012

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This Office

3300 Edinborough Way Ste 790 Edina, MN 55435-6015 Phone: (952) 854-6250