John C. Fales, Financial Advisor, Principal

John Casual

What I Stand For:
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 so that these tools are working to help clients realize their goals. As a Certified Investment Management Analyst®, I oversee qualitative and quantitative analysis and report technical conditions to 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

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 several organizations around the Kansas City metro area. He is an active member of the Waldo Brookside Rotary Club, a member of the Mercy Ambassadors Auxiliary through Children’s Mercy Hospital and serves on the board of The Bacchus Foundation as the Sponsorship Chair. 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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