John Checki CPA, CFP®, CRC®
2435 N. Central Expy., Suite 1508, Richardson, TX 75080
My Story. My parents worked and saved their money, taught us to do the same.Learned to invest from a neighbor, Mr. Conley. Started investing when I was working at Shoprite Supermarket in Hasbrouck Heights, New Jersey. Went to college (Newark College of Engineering, then Fairleigh Dickinson University, and TCU). Paid for several years of college from those investments then won a scholarship for my final year at TCU. Worked, went back to school University of Texas at Arlington, and earned my second degree and became a CPA. Did long range planning in industry, then public practice as a CPA specializing in individual taxation. Then moved on to comprehensive Financial Planning. Loved it and still do.
Give us a call, let's hear your story and begin to understand what you and your family would like to have happen with your future. Use the site as you like, and if you would sign up for the newsletter and stay in the loop.
This Firm is not a CPA firm.
You talk. We listen. What that means to you.
It takes time to get to know you and your concerns. Listening to you and understanding you is what we do. Look forward to hearing about you and your family. We will learn about you, your unique situation, history, values, purpose, and passions in life. After analyzing your situation, let's work with you to set goals, priorities make plans and implement them. Then we review, review and visit.
Love learning about people. Yes, I have extensive financial experience and training, and have a genuine gift for guiding people through the complexities related to their planning, current and future.
Suzi and I live and work in Plano. Our children are grown, and raising families in Houston and Georgetown, Texas. Five grandchildren enrich our lives. My son J.J. has retired from his Youth Ministry and is joining the practice. We have a passion for life, and keep body, mind and spirit fit and active with continuing education, work, exercise, study, and volunteering. We enjoy community, art, entertaining and traveling. Personally, I have been SCUBA diving since 1962, and enjoy taking pictures both above and underwater.
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