John A. Bagley, CPA, CFP®, MBA
Principal
John`s career began in public accounting where he provided tax planning services to high-net-worth individuals, closely held businesses and wealthy families. After public accounting, he moved into real estate development where he served as Treasurer and subsequently as Vice President of Acquisitions and Development at Communities Southwest. He was responsible for cash flow planning and performance reporting on investor capital and developed a treasury management system to invest cash balances in excess of $20 million. Additionally, he implemented and monitored the Company`s 401(k) retirement plan and 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.
He is a member of the American Institute of Certified Public Accountants (AICPA) and the National Association of Personal Financial Advisors (NAPFA). John previously served on the Board of Directors for the University of Arizona Phoenix Alumni as well as UofA’s Eller College Associates and was the Treasurer of Mountain View Presbyterian Church for 14 years.
In his free time, John enjoys walking his family dog, participating in various community service activities throughout the year and attending his three children's many sporting events and competitions.