JJ Checki III, CFP®

Doer
DISC Type : ds

Interim President at Amira's House

Dallas-Fort Worth Metroplex, United States

Overview

JJ Checki III is the Co-Founder and a CERTIFIED FINANCIAL PLANNER® at Checki Financial. A graduate of The University of Texas at Austin, he specializes in creating financial plans that lead to peace of mind, holding a unique certification as a Behavioral Financial Advisor™ to better serve his clients.

Outside of his professional life, he is a husband and father of three who is passionate about family and community. He is actively involved as a board member for a maternity home and enjoys rock climbing, Jiu-Jitsu, camping, and hiking with his family.

He serves as a Team Manager for United Rocks, an organization that uses the sport of rock climbing to empower people with intellectual and developmental disabilities.

Personality Overview

Strategic Planner

Risk-Accepting

Long-term Focused

Reading between the lines and seeing beyond your words comes naturally to them.  They exhibit a rare combination of being result-oriented but patient at the same time. They are very professional in their approach and can weigh multiple perspectives together.

Topics They Care About

Financial Planning
As co-founder of Checki Financial, he is dedicated to helping families achieve financial freedom and his firm's motto is "Have Fun and Still Have Money®".
Behavioral Finance
He holds a certification as a Behavioral Financial Advisor™, indicating a specialized interest in the psychology behind financial decision-making.
Disability Inclusion
He is the Team Manager for United Rocks, a non-profit that teaches rock climbing to individuals with intellectual and developmental disabilities.

Media Appearances

JJ has no verified media appearances

Work History

7-2025
Interim President at Amira's House
10-2024
Team Manager at United Rocks
6-2024
Registered Advisor at Osaic
3-2023
Board Member at Amira's House
9-2020
Financial Planner at Checki Financial

Education

8-1997 - 5-2001
Bachelor of Business Administration from The University of Texas at Austin
2-2024 - 7-2025
CFP® Certification from College for Financial Planning

More Information

Social Presence :

Prographics :

Exp : 24 Location : Dallas-Fort Worth Metroplex, United States Job Level : Leadership Designation : Interim President at Amira's House
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Insights For Selling To JJ

During A Call Or A Meeting

DO's

  • Use phrases like 'your team deserves', 'best in class' etc.
  • Ask them at the end if they see a strong value prop in your product; expect an honest answer
  • During followups, use phone or text if needed, they should be fine

DONT's

  • Don't go over them unless you are left with no other option
  • Avoid putting conscious effort into relationship-building
  • Don't get into pricing discussions early on, steer conversation towards proven results

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with JJ is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from JJ

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will JJ move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can JJ take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And JJ

Personality Compatibility


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