John Diak, Cfp® Email and Phone Number
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John Diak, Cfp® personal email
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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.
Oatley & Diak, Llc
View- Website:
- oatleydiak.com
- Employees:
- 3
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Principal | Wealth AdvisorOatley & Diak, Llc 2006 - PresentParker CoOatley & 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 unique needs. We offer a process-driven, value approach to create a financial plan that will assist in achieving results over the long term. The investments utilized in this approach adhere to our strict set of requirements. Each client’s goals and objectives are reviewed using a disciplined monitoring process with one-on-one client meetings.Our team environment transcends the firm structure. We work with your other advisors, such as CPAs and attorneys, to create a streamlined approach to managing your wealth. -
CouncilmemberTown Of Parker, Colorado Dec 2012 - PresentParker 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 communication- Management of town administrator in executing direction from the council to the town staff- Major role in the allocation of $124M budget to staff comprise of more than 800 people- Establishment of an entrepreneurial culture in the government- Enhancement of recreational programming, including open space, bike trails, and park space throughout the town- Initiation of efforts toward strategic planning and priority-based budgeting project implementation of the town- Driving force in attaining significant increase in revenue of the Cultural Department from startup to over $5 million in revenues within five years- Achievement of 96% rating for providing a beneficial quality of life to citizens -
Board Member | Past ChairDenver Regional Council Of Governments Jan 2013 - PresentGreater 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 every four years and $17M annually for senior/aging programs- Realignment of board and governance frameworks based on the existing regional vision- Successful acquisition of $64.38 M funding for federal transportation projects for Douglas County- Past Chair - Finance and Budget Committee/Performance and Engagement Committee/Board of Directors -
Council LiaisonTown Of Parker Cultural And Scientific Commission 2012 - 2021Parker 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 role in empowering the commission in designing and implementing programs for a community-benefit expanded programming, such as adult lecture series, children’s programming, and a national music series- Substantial increase in the number of attendance, thus attaining 83% occupancy rate on all coordinated events, as well as to the volunteer opportunities by acquiring more than 400 members- Major contribution in increasing citizen outreach and opportunities for citizen participation by adding members to the advisory committees
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Controller | Chief Financial Officer | Vice President - Finance | ShareholderWestern States Surveying, Inc 1990 - 2006Parker 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 clientele- Creation and deployment of policy while preparing monthly corporate financials and tax returns- Development of proprietary project management and payroll system
John Diak, Cfp® Skills
John Diak, Cfp® Education Details
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Finance -
Business Administration, Finance -
Human Development And Family Studies
Frequently Asked Questions about John Diak, Cfp®
What company does John Diak, Cfp® work for?
John Diak, Cfp® works for Oatley & Diak, Llc
What is John Diak, Cfp®'s role at the current company?
John Diak, Cfp®'s current role is CERTIFIED FINANCIAL PLANNER™ Investing in Family Values for over 30 Years in Parker, Colorado.
What is John Diak, Cfp®'s email address?
John Diak, Cfp®'s email address is jd****@****iak.com
What is John Diak, Cfp®'s direct phone number?
John Diak, Cfp®'s direct phone number is +130322*****
What schools did John Diak, Cfp® attend?
John Diak, Cfp® attended University Of Colorado Denver, Colorado State University, Colorado State University.
What are some of John Diak, Cfp®'s interests?
John Diak, Cfp® has interest in Family And Friends, Running, Golfing.
What skills is John Diak, Cfp® known for?
John Diak, Cfp® has skills like Wealth Management, Estate Planning, Investments, Retirement Planning, Strategic Planning, Investment Advisory, Financial Advisory, Asset Managment, Strategic Financial Planning, Alternative Investments, Retirement, Asset Management.
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