John Bagley (CFP®, CPA, MBA)

John Bagley focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Planning & Distribution Rules

Planning Specialties

Our mission: To be our clients' trusted advisor, providing sound financial advice and personalized service. Our investment philosophy is predicated on the following principles: tax efficiency, cost efficiency, reasonable return expectations, diversification and risk minimization, and a disciplined, long-term approach.

NAPFA Start Date

July 26, 2002


This Office

9375 E Shea Blvd, Suite 100 Scottsdale, AZ 85260 Phone: (480) 998-1798 Fax: (480) 522-1798