John  Bagley

John Bagley

| CFP®, CPA, MBA

Strategic Wealth Advisors

Fee Only Financial Planner Located in Scottsdale, AZ and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Our Other NAPFA Members

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8426 E. Shea Blvd.
Scottsdale, AZ 85260

John Bagley is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

John`s career began in 1992 in public accounting where he provided tax planning and consulting services to high net worth individuals, closely held businesses and wealthy families.

After public accounting, John moved into real estate development where he served as Treasurer and subsequently as Vice President of Acquisitions and Development at Communities Southwest.  As Treasurer, John was responsible for cash flow planning and performance reporting on over $100 million of investor capital.  He developed a treasury management system and implemented and monitored the Company`s 401(k) retirement plan.  As Vice President of Acquisitions and Development, he negotiated purchase and sale agreements, developed economic feasibility analyses and performed due diligence on prospective acquisition candidates.
 

John graduated Magna Cum Laude from the University of Arizona with a Bachelor of Science in Business Administration and Accounting and completed his Masters in Business Administration in Finance at Arizona State University.  He has earned both the Certified Public Accountant (CPA) and Certified Financial Planner (CFP®) designations.  

John served as a regular columnist for the CITYSun Times in Scottsdale, Arizona and has been quoted in BusinessWeek Magazine.  Additionally, Medical Economics has consistently (last seven listings) selected him as one of the 150 Best Financial Advisors for Doctors and in 2008 Reuters named him to their Top Advisors list.

John is a member of the American Institute of Certified Public Accountants (AICPA) and the National Association of Personal Financial Advisors (NAPFA).

Previously, John served on the Board of Directors for the University of Arizona Phoenix Alumni and was active in the Eller College Associates at the University of Arizona. 

He currently serves as the Treasurer for his church and enjoys participating in various philanthropic activities throughout the year.