Eric Ward - Email & Phone Number

Managing Director at Pensionmark Financial Group

Eric Ward is the Managing Director and founder of Quantum Financial Consultants, with 27 years of experience in the corporate retirement plans industry. Specializing in investment management and retirement plan consulting for individuals and businesses, Eric also assists business owners with strategic plans for transitioning their businesses and effective tax planning techniques. - 27 years of experience in the corporate retirement plans industry - Specializes in investment management and retirement plan consulting - Works with business owners on strategic plans and tax planning techniques - Licensed to sell securities in IN and KY - Affiliated with Pensionmark Financial Group and Pensionmark Securities

Eric Ward's Contact Information

Eric Ward's Work email

e*****@pensio***.com

Valid

Latest update

October 27, 2025

Location

Louisville, Kentucky, United States

Eric Ward's Work History

Member

Quantum Financial Consultants

Managing Director

Pensionmark, A World Company

Feb 2017 - Present

Registered Representative

Pensionmark Securities

Feb 2017 - Present

Eric Ward's Education

Indiana University - Kelley School of Business

1977 - 1981

Eric Ward's Skills

401k

Managed Money

Retirement Plan Consulting

Qualified Retirement Plans

Investment Advisory

Eric's current employer

Pensionmark Financial Group

Description

Pensionmark is a network of fiduciary retirement plan consultants and financial advisors across the U.S. working with employers and indiv...

Website

pensionmark.com

HQ Location

Santa Barbara, CA, United States

Number of employees

201-500

Industry

Financial Services

Latest update

April 30, 2024

Read about Pensionmark Financial Group

Frequent questions about Eric Ward

What company is Eric Ward working for?

Eric Ward works for Pensionmark Financial Group.

What is Eric Ward's function at Pensionmark Financial Group?

Eric Ward is Managing Director at Pensionmark Financial Group.

Where is Eric Ward based?

Eric Ward is based out of Louisville, Kentucky, United States.

What is Eric Ward's work email address?

Eric Ward's professional email address is e*****@pensio***.com

Who are Eric Ward's co-workers?

Eric Ward's colleagues are Michael Woods, Troy Hammond, Daniel Shapiro, Laura Battle, Mauricio Aldrete, Joe Ramon, Nate Garrison, Benjamin Westney, Jason CP, Barry Toole, Taylor Stone, Ronnie Cox, Jim Giles, Jennifer Tanck, Roger Rocha, Marty Kerns, Charles Blanton, Debbie Matustik, Windy Fino, Kristen Deevy, Marek Pfeil, Pierce Trcka, Michael Morris, Jim Edmiaston, Tony Winkeljohn, Jani Walker, Krista Chaves, Bill Rice, Dennis Griggs, Greg Kutrow, Kelly Majdan, Joe Stack, Kyle Vandermey, Richard Wedge, Noel Trias.

Eric's co-workers

Michael Woods

President

Troy Hammond

Chief Executive Officer

Daniel Shapiro

President, DCS Pensionmark Retirement Group

Laura Battle

Executive Vice President, Operations

Mauricio Aldrete

Vice President-Relationship Manager, WD Pensionmark

Joe Ramon

Vice President-Retirement Specialist, WD Pensionmark

Nate Garrison

Senior Vice President / Chief Investment Officer

Benjamin Westney

VP of Wealth Management, WD Pensionmark

Jason CP

Senior Vice President of Wealth Management

Barry Toole

Senior Vice President, Compliance

Taylor Stone

Senior Vice President, Client Services

Ronnie Cox

Senior Vice President, Investments

Jim Giles

SVP, Information Technology

Jennifer Tanck

Executive Vice President

Managing Director, Retirement Plan Advisor; Pensionmark Austin

Windy Fino

Director Of Client Services

Kristen Deevy

Managing Director of Retirement Plans

Director Of Operations

Krista Chaves

Director, Client Relations

Bill Rice

Director of Business Development

Director, Advisor Relations

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