Dan Ward
PRESIDENT
Dan Ward has three decades of experience in the financial planning industry, particularly as a retirement income professional. Dan focuses on providing clear, easy-to-understand explanations of the financial world to help you better understand and evaluate strategies to potentially help your income last as long as you do.
Dan’s specialties include advising clients on navigating the Florida Retirement System. He is recognized as one of the state’s leading advisors in this area. He has conducted hundreds of informational seminars for FRS employees.
He has extensive experience with Federal Benefits and has passed the Chartered Federal Employee Benefits Consultants Course Training and Exam, as well as the Federal Employee Benefits Advocates Training. Less than 10 advisors in Florida have completed and passed both of these training courses.
He has also written and published retirement planning articles for Forbes Magazine.
He routinely conducts seminars to share his knowledge on the subjects of taxes in retirement, finance, investment and retirement planning. Whether you are saving for retirement, transitioning to retirement, or living in retirement, Dan is a dedicated resource for his clients on the latest strategies and information to help them avoid common financial mistakes.
Jenna Jones
CHIEF FINANCIAL OFFICER
Jenna joined the C10 Financial team in 2019. She has more than a decade of financial industry experience with a focus on retirement planning. As Chief Financial Officer, Jenna is responsible for overseeing all aspects of C10 Financial operations and day-to-day management
Jenna has previous experience working in human resource, business and banking management, commercial and consumer lending, loan underwriting, wealth management, mortgage and merchant services, and property and casualty insurance.
“My goal is to help each and every client achieve financial stability, not only for themselves but for their entire family, children and grandchildren. Every family is unique, and my passion is working with my clients to establish confidence to ease into a stable and happy retirement.”
Stacie Smith
FINANCIAL ASSISTANT
Stacie joined the team in 2003 and has over 20 years of experience working in the financial industry. Her extensive knowledge of processes and procedures make her an integral part of C10 Financial. While managing the office daily Stacie’s cheerful attitude and problem solving skills make her a favorite among our clients.
Natalie Bustamante
FINANCIAL ASSISTANT
Natalie joined the team in 2022 after graduating from SantaFe College with a bachelor’s degree in education. She has been an integral part of the team with a strong background in customer service, technology and project management. Natalie’s initiative and drive with her calm and patient disposition has made her a great addition to our team.
Investment advisory services offered by duly registered individuals on behalf of ChangePath, LLC a Registered Investment Adviser. ChangePath, LLC and C-10 Financial are unaffiliated entities.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 21197 - 2021/7/28