Megan Ward- CFP®, ChFC®, RICP®
Researcher · DISC type CsMegan Ward is the founder of MW Financial & Insurance Solutions, where she provides comprehensive financial strategies for business owners and pre-retirees. Holding CFP®, ChFC®, and RICP® designations, she leverages over a decade of experience to help clients achieve their goals. She is an alumna of the University of California, San Diego.
Born and raised in Newport Beach, Megan is deeply rooted in California, where she has built her business and her family. She is an active member of her local business community through her BNI networking group, aiming to build valuable connections with other professionals to better serve her clients.
She has been recognized by Forbes as one of the "Top Best-in-State Financial Security Professionals" in Southern California.
Read the full overview →How Megan shows up
They are quite aware of their needs and limitations, so they are unlikely to over-promise. They do not like taking risks at all and go for proven options in the end. The only way to convince them is by showing them examples and ample proof.
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Calculativeness (C)
Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.
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