John Fales Email & Phone Number
Director of Financial Planning, Principal @ Searcy Financial Services, Inc.
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John Fales Location
- Kansas City, MO, US
John Fales Work
- Director of Financial Planning, Principal @ (January 2025 - Present)
- Lead Advisor, Principal @ (August 2013 - Present)
- Chief Compliance Officer, Principal @ (January 2022 - December 2024)
- Financial Advisor, Principal @ (January 2016 - December 2021)
- Financial Planning Associate @ (May 2011 - December 2015)
- Financial Planning Associate @ (May 2011 - July 2013)
John Fales Education
- The American College
Certified Financial Planner, CFP® Program (Financial Planning and Services)
2016-2019 - University of Pennsylvania - The Wharton School
Certified Investment Management Analyst, CIMA® Program (Investment Management)
2015-2015 - University of Kansas
Bachelor of Arts (B.A.)
2006-2010
John Fales Skills
- Investments
- Asset Allocation
- Retirement Planning
- Investment Management
- Securities
- Strategic Financial Planning
- Technical Analysis
- Series 65
- Institutional Investments
- Financial Advisory
- Financial Services
- Investment Advisory
- Financial Modeling
- Portfolio Management
- CRM
- Fee-only
- CIMA
- Certified Financial Planner
- Public Speaking
- Microsoft Office
- Project Planning
- Research
- Strategic Planning
John Fales Summary
- John Fales, based in Kansas City, MO, US, is currently a Director of Financial Planning, Principal at Searcy Financial Services, Inc.. John Fales brings experience from previous roles at Allos Investment Advisors and Searcy Financial Services, Inc.. John Fales holds a 2016 - 2019 Certified Financial Planner, CFP® Program in Financial Planning and Services @ The American College. With a robust skill set that includes Investments, Asset Allocation, Retirement Planning, Investment Management, Securities and more. John Fales has 3 emails and 1 mobile phone numbers on RocketReach.
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