advicer.bio/joeward
Joe Ward, CFP®, RICP®, TPCP®
Founder, Refined Wealth
Verified advisor · CFP® · CRD 7670265Retirement planning for Oil & Gas professionals.
- Niche
- Oil & Gas Professionals
Listed in People
5
Tools in my stack
Custodial Platform
Financial Planning, Retirement Planning, Tax Planning +3 more
Financial Planning, Retirement Planning, Estate Planning +6 more
Client Meeting Support, Client Data Gathering, AI Assistants/Agents +2 more
Client Texting
0
Events coming up
0
Books, pods, letters
0
Things I'm open to
News
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