John C. Fales, Financial Advisor, Principal

John Casual

What I Stand For:
As a CERTIFIED FINANCIAL PLANNER™ professional, I specialize in serving clients who lack the time or desire to keep up with a quickly evolving market by managing and monitoring their financial plan and investments to ensure these tools are working to help clients realize their goals. As a Certified Investment Management Analyst®, I oversee qualitative and quantitative analysis related to the management of clients' investment portfolios as well as serve as a member of our Investment Team which manages asset allocation and security selection decisions.

Outside of Work, You'll Find Me:
Spending time with my wife, Ellen, and our golden retriever, Clark. I'm also an avid college basketball fan as well as a fierce KU basketball fan.

Favorite Quote:
Don't worry about the stock market. Invest in family. - Unknown

Professional Affiliations:
Member of the Investments & Wealth Institute (Formerly IMCA®)
Member of the Leadership Overland Park Program – Class of 2020
Investment Committee Member of Theta Chi Fraternity National Foundation
Member of the Business League of Kansas City
Member of the Financial Planning Association

Education and Certifications:
CFP® - Certified Financial Planning Professional
CIMA® - Certified Investment Management Analyst®
AIF® - Accredited Investment Fiduciary®
Series 65
Bachelor of Arts, University of Kansas

In the Community:
John is involved in a number of charitable and civic organizations in and around the Kansas City metro area, including serving as the Sponsorship Chair for the Bacchus Foundation, an Advisory Board Member of Geeks for Kids and a member of the Waldo Brookside Rotary Club. During his time at KU he was a member of Theta Chi Fraternity, where he served as a board member for two consecutive years as a Recruitment Chairman and Marshal. While in Theta Chi, he was a four-year participant in Rock Chalk Revue, a student-run philanthropy that raises, on average, $50,000 annually to support local charities. He stays connected to the fraternity by serving on the investment committee of the national foundation.

Social Media Links:

Email Me:
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