JJ Checki III, CFP® in

JJ Checki III, CFP®

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Interim President at Amira's House
📍 Dallas-Fort Worth Metroplex, United States

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.

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Experience
24 Years
Current Role
Interim President
Job Level
Leadership
Location
Dallas-Fort Worth Metroplex, United States
Personality Overview

How JJ shows up

Communication Style
Decision Approach
Work Preference

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Priorities

Topics JJ cares 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.
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Career

Work history

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

Media appearances

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Education
8-1997 - 5-2001
Bachelor of Business Administration
The University of Texas at Austin
2-2024 - 7-2025
CFP® Certification
College for Financial Planning
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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