John J. Checki, Jr. CFP<sup>&reg;</sup> - Financial Advisor

John J. Checki, Jr. CFP®

CPA CRC

Registered Principal, Registered Investment Advisor

John Checki CPA CFP CRC

2435 N Central Expy, Ste 1508
Richardson, TX 75080
FINANCIAL ADVISOR'S WEBSITE
(972) 437-4089 CONNECT WITH John
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General

John Checki is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at John Checki CPA CFP CRC in Richardson, TX and the surrounding communities.

Financial Advisor Overview

Let's hear your story and discover your ideal outcomes.

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Financial Advisor Experience

Lots of experience with clients, clients' families, and personal investments over the years.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Other - Certified Retirement Counselor CRC

Insurance Licenses

  • Life insurance: TX
  • Health/disability insurance: TX
  • Fixed annuities: TX
  • Variable annuities: TX

Broker-Dealer Affiliation

Securities America, Inc.

Broker-Dealer Disclaimer

Securities offered through Securities America, Inc. Member FINRA/SIPC, John Checki, Registered Representative. Advisory services offered through Securities America Advisors, Inc. An SEC Registered Investment Advisor, John Checki, Investment Advisor Representative. Securities America and its representatives do not provide tax or legal advice. Advisory licensed in TX.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Job Loss, Insurance, Life Planning, Retirement, Succession Planning, Sudden Wealth, Men's Finances, Women's Finances

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Helpful Financial Planning Resources