Meet the Team : MW Financial & Insurance Solutions | San Diego, CA

Meet the Team

Photo of Megan Ward

Megan Ward, CFP®, ChFC®

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

Awards &

Personal Life

Yulia Ordway

Registered Service Assistant

Yulia moved to San Diego from Russia after college. After completing Paralegal school at the University of San Diego, she worked at a law firm for a few years. A few years ago she decided she wanted to pursue the financial services industry. Yulia went back to school in 2018 to work towards her CFP® credential. She passed the CFP® exam in March 2020 and is working toward her experience credits to be able to identify herself as a CFP®. Yulia's role at the firm is to assist Megan with all Financial Planning cases and new investment account setup.

Rachael Carmichael

Case Manager & Service Assistant

Rachel joined the team with a background in customer service from the restaurant supply industry. She is passionate about ensuring each client is cared for with the highest level of service and attention. She resides in Lakeside with her husband and two dogs.

*Financial planning offered as a Financial Advisor with Eagle Strategies LLC, a Registered Investment Adviser, and a New York Life company.