Bert Ward works with CapAcuity clients and intermediary partners, providing end-to-end case development support for non-qualified plans. As a senior consultant, he provides analysis and recommendations on key issues such as overall plan design, the management of on-balance sheet benefit liabilities including the funding and/or hedging strategies for those liabilities, with the objective of improving overall financial performance and earnings impact.
Most recently, Bert was a senior consultant with Principal Financial Group, where he provided non-qualified plan design, financial analysis, and implementation; developed and maintained advisor relationships; and partnered with advisors on client relationship management, sales presentations, and participant and sponsor education.
Bert earned his bachelor’s degree in finance from the University of Illinois, where he is currently pursuing a master’s degree in accountancy. He holds Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC) designations, as well as Series 7 and 66 registrations.