Please complete the CAPTCHA to continue
@oatleydiak.com
✓
3 phones found area 303
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
John Diak, Cfp® is listed as CERTIFIED FINANCIAL PLANNER™ Investing in Family Values for over 30 Years in Parker, Colorado at OATLEY & DIAK, LLC, a company with 3 employees, based in Parker, Colorado, United States. AeroLeads shows a work email signal at oatleydiak.com, phone signal with area code 303, and a matched LinkedIn profile for John Diak, Cfp®.
John Diak, Cfp® previously worked as Principal | Wealth Advisor at Oatley & Diak, Llc and Councilmember at Town Of Parker, Colorado. John Diak, Cfp® holds Master Of Science (M.S.), Finance from University Of Colorado Denver.
This section adds company-level context without repeating John Diak, Cfp®'s masked contact details.
AeroLeads found 1 current-domain work email signal for John Diak, Cfp®. Compare company email patterns before reaching out.
John’s interest in the financial services industry can be traced back to his college days when he earned bachelor's degrees in both finance and human development and family studies, followed by a master's degree in finance. He wanted to understand the key aspects of the financial lifecycle and integrate financial discipline to assist individuals in successfully planning for those events.As a CERTIFIED FINANCIAL PLANNER™, John assists clients through many difficult lifestyle changes, such as business downturns, retirement planning, divorce, the death of a spouse, and family estate issues, among others. Clients benefit from his experience in both the business and the financial academic world. John’s attention to detail and straightforward, hands-on approach to issues have consistently produced results for clients. His focus is to provide all clients with superior service by understanding their needs and providing relevant information in an easy-to-understand format. John was featured in the book Relax in Retirement: Conversations with Denver Professionals on Maximizing Your Sunset Years as a professional who shared insights and expertise on financial planning and preparing for retirement.John is involved in various community activities and organizations, including the Cherry Creek Valley Rotary Club, Financial Coaching Ministry at Southeast Christian Church, E-470 Safety Foundation, and the Stay Alive on Highway 83 program. In addition, he has donated professional services to local organizations, including Praying Hands Ranch, Parker Senior Center, Double Angel Ballpark, and the Miller Safety Center.In November 2012, John was elected to the Parker Town Council. He continues in this role today, lending his strong financial background and diverse land use knowledge to ensure Parker remains a vibrant and evolving communityJohn and his wife Noelle live in Parker, Colorado, with their three children – Justin, Tyler, and Mikaya. In his free time, John enjoys spending time with his family, golfing, and running.
Listed skills include Wealth Management, Estate Planning, Investments, Retirement Planning, and 25 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Parker CO
Oatley & Diak, LLC is a family-run registered investment advisory (RIA) firm that provides clients with investment management and financial planning services in a hands-on, intimate environment. Our diverse wealth of education and industry experience gives you access to a reservoir of knowledge to assess and construct a strategy that can identify your.
Parker CO
- Key contribution in the development of town policy, while accountable for approving and overseeing budget- Strict implementation of ordinances and delivery of ad hoc assistance across the town, county, and region- Maintenance of communication among internal departments and external governmental and non-governmental entities to guarantee two-way.
Greater Denver Area
- Creation of a regional planning strategy through Metro Vision plan- Improvement of regionalism through legislative and policy development and advocacy at national and state levels- Development of funding criteria and distribution of transportation and aging funding- Oversight of the Regional Board in allocating more than $260M on transportation funding.
Parker CO
- Fulfillment of key functions, including recommendation of commission members for appointment, addressing concerns, and encouraging the commission to create and execute programs for the benefit of the community- Management of the commission to ensure the alignment of activities with town strategic goals and on-time reporting to the town council- Vital.
Parker CO
- Fulfillment of leadership roles, encompassing business operations, general, and project administration; financial and asset management; shareholder reporting; human resource strategy development; and accounting, tax, and audit solutions implementation- Execution of diverse, innovative and collaborative services to broad based public and private sector.
Quick answers generated from the profile data available on this page.
John Diak, Cfp® works for OATLEY & DIAK, LLC.
John Diak, Cfp® is listed as CERTIFIED FINANCIAL PLANNER™ Investing in Family Values for over 30 Years in Parker, Colorado at OATLEY & DIAK, LLC.
AeroLeads has found 1 work email signal at @oatleydiak.com for John Diak, Cfp® at OATLEY & DIAK, LLC.
AeroLeads has found 3 phone signal(s) with area code 303 for John Diak, Cfp® at OATLEY & DIAK, LLC.
John Diak, Cfp® is based in Parker, Colorado, United States while working with OATLEY & DIAK, LLC.
John Diak, Cfp® has worked for Oatley & Diak, Llc, Town Of Parker, Colorado, Denver Regional Council Of Governments, Town Of Parker Cultural And Scientific Commission, and Western States Surveying, Inc.
You can use AeroLeads to view verified contact signals for John Diak, Cfp® at OATLEY & DIAK, LLC, including work email, phone, and LinkedIn data when available.
John Diak, Cfp® holds Master Of Science (M.S.), Finance from University Of Colorado Denver.
John Diak, Cfp® is listed with skills including Wealth Management, Estate Planning, Investments, Retirement Planning, Strategic Planning, Investment Advisory, Financial Advisory, and Asset Managment.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the John Diak, Cfp® you were looking for.
