Meet the Ward Aguilar Financial team. We share a passion for finance that drives results for our clients. We love what we do, and we love helping our clients achieve their goals.

Contact us today to find out how Ward Aguilar Financial can help you achieve all that you aspire to.

Keythe Ward-Aguilar CFP®

As the founder of Ward Aguilar Financial, Keythe works directly with clients
to develop wealth management, asset management and strategic planning strategies.
An investment professional with over 30 years in financial services, Keythe has over fifteen years of senior-level experience growing and preserving personal wealth.  She spent six of those years as Regional VP for a Fortune 100 Global Financial Service company before starting Ward Aguilar Financial. She is a CERTIFIED FINANCIAL PLANNER™, consistently recognized as a leader in the field.  Keythe has received several honors and awards for excellence in management and new business development. She has received the Five Star Wealth Manager Award as recognition from clients and financial professionals. Her passion lies in helping and educating people to better their lives through wealth management, investment management and Legacy Planning.
Bryan D. Ward CFP®, CIMA®

Bryan is a highly experienced investment analyst and financial planner who would just like to bring simplicity back to peoples' financial lives. Bryan strives to take a no-nonsense, straight
forward approach to separate out all the noise and gimmicks that surround the financial markets and break down the complexities that the financial institutions create. Bryan brings depth of experience and years of formal education from CSU Long Beach, UCLA, Wharton School of Pennsylvania and Howard Taft University to his role at Ward Aguilar. He holds degrees and certificates both in personal financial planning and taxation. As a Certified Investment Management Analyst® and a Certified Investment Management ®, Bryan has built much of his experience over the last 15 years working with individual business owners, educators and young entrepreneurs.
Mark Aguilar

Mark focuses on Ward Aguilar Financials’ group health and disability as well as individual products offered to our small business clients. With over ten years of experience in the financial
service industry, he expertly develops employer solutions as well as student programs for our younger clients. Mark launched his career at City National Bank where he was a Private Client Associate. He expanded his banking knowledge by transferring to the Commercial Credit department where he worked as a Credit Analyst. After passing a rigorous underwriting boot camp, Mark assisted a team of relationship managers and underwriters with the recommendations for new credit and extensions of credit through research, analysis, and coordination of accurate financial documentation. He has continued his education with classes on financial planning and taxation from UCLA.
Jessica Willin

Jessica is a seasoned Administrative Assistant with ten years in the field. She has extensive experience with all administrative tasks, including scheduling and correspondence.
Having held positions in the hospitality, medical and business fields, Jessica is able to tailor her skills to meet the needs of various clients. She can interact directly with existing and potential clients, and has increased customer satisfaction ratings at several companies. Jessica studied Communications at Sonoma State University, where she knew immediately she would like to work in Customer Service and Customer Relations. Her careful, systematic approach, working independently and respect for confidentiality are valuable qualities in the various roles she plays.
Jennifer Berger MSW, ACSW

Jenn is a therapist and small business coach who focuses on helping women entrepreneurs who are overwhelmed with professional and family responsibilities.
Jenn joined the Ward Aguilar Financial family in 2017 to help women take control of their finances and business owners deal with the sometimes overwhelming prospect of running their financial and business lives while still running a household. Jenn offers a wide range of coaching programs and services.
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