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Our team

Professional, courteous, and independent on your behalf.

We realize in addition to our financial management experience, independent advice and investment resources, the foundation to building client trust is achieved in personalized service and responsiveness.

Take a look at our profiles below to learn more about our advisor's and staff professional experience, then when we meet you can get to know us.

  • John_headshot_-_small John J. Chichester, Jr.

    CFP, CPA/PFS

    Since 1991, John has successfully worked in the financial services industry. His unique income and estate tax reduction and wealth maximization strategies bring significant, measurable benefit to all of his clients. Specifically, John helps them to identify and implement strategic and tactical solutions that will enable them to keep more of what they accumulate, to conserve and protect those assets, and then to ultimately distribute their assets with the least amount of taxes and complexity. John primarily assists clients in clarifying their vision for their ideal future. He assesses where they really are now, and then develops a written plan that will help guide his clients to their stated vision.

    John's carefully selected client base includes professionals and business owners of closely-held companies. His practice is tailored to individuals with the wisdom to see the value of proper estate planning, the business acumen to act on objective recommendations, and the financial wherewithal to make sound, long-term decisions. Results include significant reductions in estate, income, capital gains, and gift taxes; preservation of family businesses for subsequent generations; and maximization of existing wealth through comprehensive investment planning.

    John is noted for his commitment to the financial industry and for his ongoing efforts to keep abreast of the evolving complexities relating to the financial marketplace.

    In his professional career, among other accomplishments, John was Senior Financial Analyst with Lehman Brothers of New York; Vice President -- Financial Controller/Head of Operations with GTF Asset Management (USA), Inc., New York; and Senior Analyst for MeesPierson Fund Services, Curaçao, Netherlands Antilles. In addition, John was honored as the national Rookie Financial Planner of the Year for 2005 and the national Financial Planner of the Year for 2006 through his affiliation with New England Financial. John has also been a past Chair of the Financial Planning Section for the Arizona Society of Certified Public Accountants and is currently the Vice Chair of The Foundation for Public Education. Most recently, John will appear in the December 2008 issue of Forbes® Magazine as one of the Most Dependable™ Wealth Advisors of the Southwest United States as chosen by Goldline Research, an independent research firm.

    John J. Chichester, Jr., CFP, CPA/PFS, is a CERTIFIED FINANCIAL PLANNER Professional, a Registered Representative offering securities through First Allied Securities, Inc., a registered Broker/Dealer and Member FINRA/SIPC, and an Investment Advisor Representative offering services through Hermening Advisory Services LLC and First Allied Advisory Services, Inc.

    In his free time, John enjoys reading, running, tennis, working out and spending time with his wife, Michelle, and their three children, Justin, Dillon, and Owen.

    Chichester Financial Group LLC 3420 E. Shea Boulevard, Suite 164 Phoenix, AZ 85028 602-283-2793 john@chichesterwold.com