John R. McKay is a CERTIFIED FINANCIAL PLANNER™ professional who has taken extensive exams in the areas of financial planning, taxes, insurance, estate planning and retirement. Attaining the CFP® certification takes experience and a substantial amount of work. CFP® professionals must also complete continuing education programs each year to maintain their certification status.
John also earned a Certified Investment Management Analyst™ designation following coursework and examination at the Haas School of Business, University of California at Berkeley. The CIMA® designation attests to superior proficiency in asset allocation, investment policy, manager searches, risk management as well as a keen appreciation of ethics. Certified Investment Management Analyst professionals provide objective investment advice and guidance to both individuals and institutions. The CIMA® professional integrates a complex body of investment knowledge and applies it systematically and ethically to assist clients in making prudent investment decisions. Today, the industry recognizes the CIMA® designation as the highest standard in consulting expertise. The CIMA® designation belongs to an elite few in the investment profession. It represents the highest level of credibility, integrity, and most importantly, knowledge.
John’s additional academic background includes a Bachelor’s of Science Degree in Business graduating with Cum Laude honors.
John is a veteran of the United States Air Force and has been awarded numerous medals including Air Force Achievement Medal and the Humanitarian Service Medal.
As an active private pilot John uses his experience as a pilot to give back to the community by donating his time and flight expenses helping transport children and adults in need of medical care to various medical facilities.