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Roger Ward, CPA/PFS, CFP®

Wealth Manager, Partner
Roger serves as a Private Wealth Manager. He specializes in assisting clients who are planning for or navigating retirement and the unique financial and lifestyle issues associated with retirement. Roger also has specific expertise in educating about the use of investment management strategies and tools in achieving a client’s financial objectives. Roger has more than 30 years’ experience in the financial services industry. Prior to joining Creative Planning, Roger served as a principal with an independent investment advisory firm in Atlanta. Before joining the wealth management industry, Roger worked for a Big Five accounting firm. Roger earned a Bachelor of Science degree in Finance from the University of South Carolina and a Master of Science degree in Personal Financial Planning from Georgia State University. Roger is a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards. He is also a Certified Public Accountant licensed in the states of Georgia and South Carolina. He has the Personal Financial Specialist designation from the American Institute of Certified Public Accountants. Roger and his wife, Lolly, have two adult children. Roger enjoys travel, reading, and spending time in the North Georgia.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide


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Providing financial peace of mind across the globe



Combined assets under management & advisement as of December 31, 2021