Greg Ward, CFP®

Director, Financial Wellness Think Tank

Greg joined Financial Finesse 14 years ago. He oversees all financial wellness data and statistics collected by Financial Finesse over their 20-year history and oversees the Think Tank’s production of industry-leading research on Financial Wellness in the workplace. His award-winning work on calculating the ROI of an effective financial wellness benefit has earned him recognition as a thought leader in the financial wellness industry. Greg works extensively with the Society of Actuaries (SOA) and is the Vice Chair of Employee Benefit Research Institute’s (EBRI) Financial Wellbeing Research Center. He also recently co-authored a series of briefs with the SOA’s Aging & Retirement Strategic Research Program. He earned his BS in Statistics in 1994 and his CERTIFIED FINANCIAL PLANNER™ designation in 2004. When Greg is not busy helping shape the financial wellness industry, he enjoys fishing, vacationing with his family, and serving in Christian ministry.