MEET THE TEAM
MEGAN WARD, CFP®, ChFC®, RICP®
FINANCIAL PLANNER*
CA Insurance Lic # 0G75036
Megan is the founder of MW Financial and Insurance Solutions, a firm focused on providing financial strategies to business owners and pre-retirees. With over a decade of experience in the industry, Megan found her passion early on in life after observing the successes and challenges her parents faced financially based on their different spending and saving strategies. She draws on this passion daily to empower clients to crystallize their goals and objectives, make educated decisions, and live with financial security, knowing they’ll be taken care of now and into the future. For the past decade, Megan has chosen to affiliate with New York Life Insurance Company, for their superior company strength and second-to-none resources.
EDUCATION & CREDENTIALS
Megan holds her FINRA Series 6, 7, 63, and 66 registrations, and is a Certified Financial Planner™ (CFP®) professional. As a CFP®, she adheres to the CFP® Board’s Code of Ethics and Standards of Conduct, meaning she has both a legal and ethical duty to act in her clients’ best interests.
In addition to her CFP® certification, Megan has earned the Chartered Financial Consultant® (ChFC®) and Retirement Income Certified Professional® (RICP®) designations through The American College of Financial Services. The RICP® designation enhances her expertise in the distribution phase of retirement planning, helping clients create sustainable income strategies for their retirement years.
Megan is also currently pursuing her Accredited Estate Planner® (AEP®) designation to better support clients as their financial and estate planning needs evolve later in life.
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AWARDS & ACCOLADES
Since 2010, Megan has been proudly affiliated with New York Life Insurance Company, a company she chose for its exceptional financial strength, stability, and unparalleled resources. Over the years, she has been recognized for her excellence and dedication to her clients, earning numerous professional honors.
Megan has qualified for New York Life’s Chairman’s Council for the past three consecutive years (2023 -2025)— an achievement that distinguishes her among the top 5% of advisors nationwide. She is also honored to have been named one of Forbes’ Top Financial Professionals in California in both 2023 and 2024, a recognition that reflects her commitment to delivering trusted, client-centered financial guidance.
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Personal Life
Born and raised in Newport Beach, Megan’s deep-rooted love for California inspired her to build both her business and her family here. She now resides in Carlsbad and has established her office in La Jolla/UTC, where she enjoys helping clients throughout Southern California achieve their financial goals.
Outside of work, Megan treasures time with her young daughter, Olivia, who loves playing basketball and is currently learning the piano. A strong advocate for health and wellness, Megan maintains an active lifestyle through regular gym sessions and yoga practice. On sunny days, you’ll often find Megan and Olivia near the water kayaking, exploring the coastline, or simply enjoying the beach together.
Ashley Taitingfong
CLIENT SERVICES
Ashley joined the team in January 2025, bringing a strong background in systems and operations. After taking a few years off to raise her children, she was eager to apply her skills in an industry where she could make a meaningful difference in people’s lives. Outside of work, Ashley enjoys spending time with her husband and two children, and she has a passion for Polynesian dancing.
*Financial planning offered as a Financial Advisor with Eagle Strategies LLC, a Registered Investment Adviser, and a New York Life company.
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