John Fales, Cfp®, Cima®, Aif®
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John Fales, Cfp®, Cima®, Aif® Email & Phone Number

CERTIFIED FINANCIAL PLANNER® Professional at Searcy Financial & Allos Investment Advisors | Fee-Only at Searcy Financial Services, Inc.
Location: Overland Park, Kansas, United States 5 work roles 3 schools
2 work emails found @searcyfinancial.com 1 phone found area 913 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 1 phone

Work email j****@searcyfinancial.com
Direct phone (913) ***-****
LinkedIn Profile matched
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Current company
Searcy Financial Services, Inc.
Role
CERTIFIED FINANCIAL PLANNER® Professional at Searcy Financial & Allos Investment Advisors | Fee-Only
Location
Overland Park, Kansas, United States
Company size
13 employees

Who is John Fales, Cfp®, Cima®, Aif®? Overview

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Quick answer

John Fales, Cfp®, Cima®, Aif® is listed as CERTIFIED FINANCIAL PLANNER® Professional at Searcy Financial & Allos Investment Advisors | Fee-Only at Searcy Financial Services, Inc., a with 13 employees, based in Overland Park, Kansas, United States. AeroLeads shows a work email signal at searcyfinancial.com, phone signal with area code 913, and a matched LinkedIn profile for John Fales, Cfp®, Cima®, Aif®.

John Fales, Cfp®, Cima®, Aif® previously worked as Chief Compliance Officer at Searcy Financial Services, Inc. and Financial Advisor, Principal at Searcy Financial Services, Inc.. John Fales, Cfp®, Cima®, Aif® holds Certified Financial Planner, Cfp® Program, Financial Planning And Services from The American College.

Company email context

Email format at Searcy Financial Services, Inc.

This section adds company-level context without repeating John Fales, Cfp®, Cima®, Aif®'s masked contact details.

{first}@searcyfinancial.com
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AeroLeads found 2 current-domain work email signals for John Fales, Cfp®, Cima®, Aif®. Compare company email patterns before reaching out.

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Profile bio

About John Fales, Cfp®, Cima®, Aif®

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. We are passionate about viewing wealth from your perspective, to help you achieve success on your terms, Where You Stand.® Our services are based on your personal situation—your values, beliefs, preferences, and the degree to which you want to be involved in the planning process. We incorporate multiple generations into the planning process, where applicable, to foster guidance and education for all members of the family.Searcy Financial Services, Inc. is a fee-only Registered Investment Advisory firm offering the following highly personalized services: ► Planning for the Future: We are unwavering in our promise to deliver a long-term financial strategy that will guide your financial decisions and answer your financial questions. We want you to know Where You Stand® and have a plan to get where you want to be.► Investment Management: Our investment team implements rigorously researched investment strategies designed to help our clients acquire, grow and preserve their wealth. ► Employer-Sponsored Retirement Plans: We help business owners and plan sponsors set intentions for their company and offer a retirement plan that helps both the company and its employees thrive.► Business/Practice Consulting: We offer specialized services to help ease the administrative burdens of running a successful practice or small business.

Listed skills include Investments, Asset Allocation, Retirement Planning, Investment Management, and 12 others.

Current workplace

John Fales, Cfp®, Cima®, Aif®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Searcy Financial Services, Inc.
Searcy Financial Services, Inc.
CERTIFIED FINANCIAL PLANNER® Professional at Searcy Financial & Allos Investment Advisors | Fee-Only
overland park, kansas, united states
Website
searcyfinancial.com
Employees
13
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Company profile
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5 roles

John Fales, Cfp®, Cima®, Aif® work experience

A career timeline built from the work history available for this profile.

Financial Advisor, Principal

Searcy Financial Services, Inc.

Overland Park, Ks

Responsible for the ongoing management of the firm, existing client relationships and client satisfaction. Works in conjunction with other team members to develop advice for clients in various practice areas, including but not limited to: budgeting/cash flow, retirement income planning, education savings, insurance and estate planning. Member of our investment team, making strategic changes that affect portfolio construction and allocation, preparing financial modeling and financial… Show more Responsible for the ongoing management of the firm, existing client relationships and client satisfaction. Works in conjunction with other team members to develop advice for clients in various practice areas, including but not limited to: budgeting/cash flow, retirement income planning, education savings, insurance and estate planning. Member of our investment team, making strategic changes that affect portfolio construction and allocation, preparing financial modeling and financial advice documents. Researches and analyzes investment options and assists with recommendations to the investment team. Mentors junior and support advisorsSeeks out new business relationships, builds centers of influence to help grow our firm and our offering to clients Show less

Jan 2016 - Dec 2021

Financial Planning Associate

Searcy Financial Services, Inc.

Overland Park, Ks

Provide support to clients and Lead Advisors, which includes organizing client meetings, collecting client data, responding to administrative client queries, preparing correspondence and reporting, investment research, and supporting firm-level initiatives.

May 2011 - Dec 2015

Lead Advisor, Principal

Current
Allos Investment Advisors

Overland Park, Ks

Responsible for the ongoing management of the firm and client relationships, delivering advice and service to meet our clients’ investment needs.Member of our investment team, making strategic changes that affect portfolio construction and allocation, preparing financial modeling and financial advice documents. Researches and analyzes investment options and assists with recommendations to the investment team. Develops operating procedures and their implementation to drive… Show more Responsible for the ongoing management of the firm and client relationships, delivering advice and service to meet our clients’ investment needs.Member of our investment team, making strategic changes that affect portfolio construction and allocation, preparing financial modeling and financial advice documents. Researches and analyzes investment options and assists with recommendations to the investment team. Develops operating procedures and their implementation to drive consistency and efficiency in our firm. Show less

Aug 2013 - Present

Financial Planning Associate

Allos Investment Advisors

Overland Park, Ks

Provide support to clients and Lead Advisors, which includes organizing client meetings, collecting client data, responding to administrative client queries, preparing correspondence and reporting, investment research, and supporting firm-level initiatives.

May 2011 - Jul 2013
Team & coworkers

Colleagues at Searcy Financial Services, Inc.

Other employees you can reach at searcyfinancial.com. View company contacts for 13 employees →

MS Marc Shaffer, Cfp®, Aif®, Ea Marc Shaffer, Cfp®, Aif®, Ea Colleague at Searcy Financial Services, Inc.Overland Park, Kansas, United States View → CD Chan Dachpo Chan Dachpo Colleague at Searcy Financial Services, Inc.Atlanta Metropolitan Area, United States View → DF Dena Fischer Dena Fischer Colleague at Searcy Financial Services, Inc.Overland Park, Kansas, United States View → AV Anna Veres Anna Veres Colleague at Searcy Financial Services, Inc.Fort Mill, South Carolina, United States View → AW Andrew White Andrew White Colleague at Searcy Financial Services, Inc. View → JK Jessica Kmetty Jessica Kmetty Colleague at Searcy Financial Services, Inc.Peoria, Arizona, United States View → RB Ryan Brooke, Cfp®, Chfc® Ryan Brooke, Cfp®, Chfc® Colleague at Searcy Financial Services, Inc.Lees Summit, Missouri, United States View → DD Dee Dee Smith Dee Dee Smith Colleague at Searcy Financial Services, Inc.Atlanta Metropolitan Area, United States View → BC Brenda Carrico Brenda Carrico Colleague at Searcy Financial Services, Inc.Overland Park, Kansas, United States View → MJ Michael J Searcy Michael J Searcy Colleague at Searcy Financial Services, Inc.Naples, Florida, United States View →
3 education records

John Fales, Cfp®, Cima®, Aif® education

Bachelor Of Arts (B.A.)

University Of Kansas

Activities and Societies: Theta Chi Fraternity, Rock Chalk Revue

FAQ

Frequently asked questions about John Fales, Cfp®, Cima®, Aif®

Quick answers generated from the profile data available on this page.

What company does John Fales, Cfp®, Cima®, Aif® work for?

John Fales, Cfp®, Cima®, Aif® works for Searcy Financial Services, Inc..

What is John Fales, Cfp®, Cima®, Aif®'s role at Searcy Financial Services, Inc.?

John Fales, Cfp®, Cima®, Aif® is listed as CERTIFIED FINANCIAL PLANNER® Professional at Searcy Financial & Allos Investment Advisors | Fee-Only at Searcy Financial Services, Inc..

What is John Fales, Cfp®, Cima®, Aif®'s email address?

AeroLeads has found 2 work email signals at @searcyfinancial.com for John Fales, Cfp®, Cima®, Aif® at Searcy Financial Services, Inc..

What is John Fales, Cfp®, Cima®, Aif®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 913 for John Fales, Cfp®, Cima®, Aif® at Searcy Financial Services, Inc..

Where is John Fales, Cfp®, Cima®, Aif® based?

John Fales, Cfp®, Cima®, Aif® is based in Overland Park, Kansas, United States while working with Searcy Financial Services, Inc..

What companies has John Fales, Cfp®, Cima®, Aif® worked for?

John Fales, Cfp®, Cima®, Aif® has worked for Searcy Financial Services, Inc. and Allos Investment Advisors.

Who are John Fales, Cfp®, Cima®, Aif®'s colleagues at Searcy Financial Services, Inc.?

John Fales, Cfp®, Cima®, Aif®'s colleagues at Searcy Financial Services, Inc. include Marc Shaffer, Cfp®, Aif®, Ea, Chan Dachpo, Dena Fischer, Anna Veres, and Andrew White.

How can I contact John Fales, Cfp®, Cima®, Aif®?

You can use AeroLeads to view verified contact signals for John Fales, Cfp®, Cima®, Aif® at Searcy Financial Services, Inc., including work email, phone, and LinkedIn data when available.

What schools did John Fales, Cfp®, Cima®, Aif® attend?

John Fales, Cfp®, Cima®, Aif® holds Certified Financial Planner, Cfp® Program, Financial Planning And Services from The American College.

What skills is John Fales, Cfp®, Cima®, Aif® known for?

John Fales, Cfp®, Cima®, Aif® is listed with skills including Investments, Asset Allocation, Retirement Planning, Investment Management, Securities, Strategic Financial Planning, Technical Analysis, and Series 65.

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