Broker Check


As both a Certified Financial PlannerTM and a Certified Public Accountant, John is often called on by the press to contribute to articles and phone banks to help educate and offer opinions on financial topics.


Monday, December 18, 2017

I have the great pleasure of announcing that Chichester Financial Group LLC is now a part of TrustBank Arizona! Over the last 17 years, we have thoroughly enjoyed being your partner as you have worked towards your financial goals. We...


Monday, June 26, 2017

Are you considering converting your IRA or employer plan assets to a Roth IRA? You may be searching for ways to reduce your tax bill in retirement, and a Roth IRA can do just that. However, before you make any moves with your money,...


Monday, June 5, 2017

I am pleased to share that Chichester Financial Group has advanced to become a member of Ed Slott’s Master Elite IRA Advisor Group℠ after completing two years of foundational training with Ed Slott’s Elite IRA Advisor...


Tuesday, May 23, 2017

Fair warning: This is a proud Papa moment! I recently sat through two hours of Senior Awards Night at Shadow Mountain High School. I cannot tell you how many deserving kids got so many amazing awards. And, to have my oldest son, Justin...


Tuesday, March 21, 2017

This year, the deadline to file an individual tax return or an extension is Tuesday, April 18. When April 15 falls on a weekend or legal holiday, the deadline shifts forward. If you file for an extension, the tax return will be due on...


Show All

Thursday, January 26, 2017

As many of you know, Stephanie Trevino, recently left Chichester Financial Group LLC to go back to school full time. In her stead, we would like to introduce you to our new Client Relationship Manager, Jeffrey Ortagus. Jeffrey ended up...


Wednesday, December 21, 2016

I wanted to take a few moments to update everyone on the trip that the Shadow Mountain High School Marching Matadors just took to Hawaii earlier this month. As many of you know, this is the marching band that my two oldest sons, Justin...


Friday, December 16, 2016

After four wonderful years at Chichester Financial Group LLC, I will be leaving the firm to return to school as a full-time student. Although I am very sad to leave, I am excited for the opportunity to focus on my education, and to...


Tuesday, November 22, 2016

As the end of the year draws near, the last thing anyone wants to think about is taxes. But if you are looking for ways to minimize your tax bill, there's no better time for tax planning than before year-end. That's because there are a...


Friday, November 18, 2016

We recently hosted our Annual Gratitude Party at 32 Shea, and had another very successful turnout! We celebrated with clients, partners, friends, and family with delicious food, great music, and top-notch drinks! We were also joined by...


Wednesday, November 2, 2016

Do you want to use your IRA as a vehicle to donate to charity? Click here and learn how to avoid the most common mistakes.


Monday, October 24, 2016

In September, I celebrated my first anniversary at Chichester Financial Group LLC! Stephanie and I both earned our Arizona Health and Life Insurance licenses. I am currently obtaining my Series 7 and Series 66 securities licenses again...


Friday, October 21, 2016

How long might you live in retirement? Think carefully. Your answer could influence whether you have enough money for a comfortable retirement or just scrape by. According to pension mortality tables, at least one member of a...


Friday, October 21, 2016

Don't get spooked by your IRA this Halloween! Avoid the 50% RMD penalty by asking these 10 questions before year-end.


Wednesday, March 30, 2016

As the April 15th tax deadline approaches, pause for a moment to take a look at your IRA accounts. Did you maximize your contributions in 2015? If not, you still have time! Virginia did a great job breaking down the guidelines for you;...


Friday, February 26, 2016

Medicare contains many rules that beneficiaries and their caregivers are required to learn. Perhaps the best way to grasp the program's details is to review the major components of the Medicare program: Parts A, B, C, and D. Medicare...


Tuesday, February 9, 2016

For many couples, discussing finances is about as unromantic as it gets. In fact, finances are the leading cause of stress in couples, according to a recent SunTrust Bank survey. Additionally, 44 percent of 44-to 54-year-olds surveyed...


Sunday, September 1, 2013

John enjoyed a four-week run on Planning Past 50 a, a MoneyRadio (1510 AM, 99.3 FM) radio program dedicated to those that are headed into retirement. Topics included intricacies of 401(k) plans for both participants and sponsors as...


Saturday, June 1, 2013

Leveraging his experience advising 401(k) plans, John authored this AZ CPA Magazine article exploring what exactly a Fiduciary is and why it is so important. Click here to read the article.


Wednesday, May 1, 2013

Excitement for a record-breaking lottery jackpot was at a fever pitch and ABC15 came to Chichester Financial Group headquarters to discuss why so many lottery winners spend through their winnings.


Friday, March 1, 2013

On March 5, 2013, John was featured for the second time as a financial strategist on NBC Phoenix affiliate, 12 News. Click here to read the article.


Saturday, December 1, 2012

Just in time for year-end gifting, John was asked to weigh in on tax deductions associated with gifts. Click here to read the AZCentral article.


Monday, October 1, 2012

On October 9, 2012, John was featured as a finance expert during a phone bank for the community on NBC Phoenix affiliate, 12 News. Click here to read more.


Wednesday, February 1, 2012

John was featured in the business section of The Arizona Republic, this time on financial tips when re-entering the job market. Click here to read the article!


Thursday, December 1, 2011

Click here to read an article by Russ Wiles at The Arizona Republic featuring John.