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John Checki CFP CPA CRC

John Checki CFP CPA CRC

Financial Advisor

John Checki is a Certified Public Accountant, CERTIFIED FINANCIAL PLANNERTM, and Certified Retirement Counselor who has a passion for helping clients discover, pursue, and live their dreams. He specializes in simplifying retirement income planning so that his clients understand the fundamentals and have a solid foundation for making decisions.  

For the past twenty years he has used comprehensive financial planning to listen and learn about his clients, then helps them make decisions that are designed to guide them towards achieving their goals. 

Born in NJ, John moved to Texas to go to college and loved it here; he now lives on two acres of land in Dallas. John enjoyes listening and learning about people, traveling, scuba diving (he's a Frog Club member and supporter), photography, and life. He is a graduate of Texas Christian University and The University of Texas Arlington with degrees in Economics and Accounting. He is married and has two grown children (Stephanie and J. J.), three granddaughters (Kory, Sarah, and Elizabeth) and two grandsons (Cameron and Zachariah) and a passion for life and learning.


John's Areas of Focus
Retirement Income Planning
Succession Planning
Estate Planning
Tax Strategies
Insurance Planning & Analysis
Comprehensive Financial Planning
Independent Investment Advice

Certification / Education
Certified Financial Planner™ professional
Certified Public Accountant
Certified Retirement Counselor
BA in Economics, Texas Christian University
BBA in Accounting, University of Texas, Arlington
TCU B.A. Economics
UTA B.B.A. Accounting
CPA (Certified Public Accountant)
CFP® (Certified Financial Planner)
CRC® (Certified Retirement Counselor)

All that is supplemented by attending hours and hours of ongoing continuing professional education courses, along with constant updates from the CPA Society and Financial Planning Association, along with other professional education courses and sessions. 

Affiliations
Board member Texas Society of Certified Public Accountants
Member, Dallas Chapter Financial Planning Association
Past President, Richardson Central Kiwanis’s Club
Past President, Big D Toastmasters

Awards and Media

  • Featured Speaker - International Association of Financial Planners, IRS, Apple Computer, Southwestern Medical School, CPA & CFP Groups
  • Ask a CPA - Dallas Business Journal
  • Working with you to Simplify Retirement Income Planning