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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

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

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