John Checki

Securities America Inc.

Plano, TX and all surrounding areas

• Financial Planning
• Wealth Management
• Charitable Gifting
• Asset Management

• Retirement Planning
• Portfolio Management
• Estate Planning
• Business and Continuity Planning

• Investment Management
• Tax Planning
• Education Planning
• This is not a CPA Firm. We specialize in Boomer Planning

About Me

About My Firm

Title in the firm

Registered Investment Advisor Representative

Licenses, Certifications and Designations:

CPA (Certified Public Accountant)
CFP® (Certified Financial Planner)
CRC® (Certified Retirement Counselor)
Registered Investment Advisor Representative
Registered Principal

Biography:

It takes time to get to know you and your preferences. This is time well spent.

John Checki listens, really listens, in order to learn about your specific situation, history, values and your passions in life. After analyzing your unique situation, he works with you to fashion goals, priorities and plans.

His love for learning about people combined with extensive financial experience and training lend to his genuine gift for guiding people through the complexities related to retirement income planning.

Education:

TCU B.A. Economics
UTA B.B.A. Accounting
CPA (Certified Public Accountant)
CFP® (Certified Financial Planner)

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

Personal Details:

John Checki and his wife, Suzi, reside on two acres of land in Dallas. Their children are grown, and raising families in Houston and Austin. Yes, there are four grandchildren. With a passion for life he keeps his body, mind and spirit fit and active with exercise, study, and volunteering at Watermark Community Church, Lake Hightlands YMCA, with the Dallas CPA Society. Suzi and John enjoy traveling, and John has enjoyed SCUBA diving since his youth in NJ.