ABOUT
Who we are defines our clients’ experience.
Our firm stands behind its mission.
As experienced advisors, we are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with customized information, services, and products to help you reach your goals.
We are committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make informed decisions to help reach them by our providing reliable financial information.
Please call us if you have any questions about our firm or the range of financial products and services we provide. We have a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.
People make the difference at our firm.
Meet the team who delivers exceptional customer service to our clients every day.
JOHN AZODI
Founder/CPA/Financial Professional
Over 35 years
john@vip401k.net
“Keep an open mind. Everyone is different and you must treat them the way you want to be treated and the way they should be treated is with dignity and respect.”
—John Azodi
As the founder of Virtual Investment Planning, John Azodi is passionate about, John Azodi is passionate about finding new ways to help his clients reach their wealth-management goals. He offers both wealth management and tax planning, being a CPA and a financial advisor. He has particular expertise in retirement planning, investment management, tax planning and preparation, and helping employees manage their 401(k)s, 403(b)s or 457 plans (even while they’re still working). He’s energetic and curious, and always eager to serve his clients’ needs, putting them ahead of his own.
John’s commitment to his clients: He puts their needs first. Without the clients, John often says, he doesn’t have a business. That’s why he’s committed his firm to answering the phone in person, returning clients’ calls as soon as possible, and accommodating requested meetings as soon as is reasonable. He enjoys making a difference in the lives of his clients.
In addition to being a Certified Public Accountant (CPA), John holds his 65 securities license. He holds a Bachelor of Science in accounting from the University of Colorado from Colorado Springs.
When he’s not in the office, John enjoys spending time with his family, biking, reading, and walking.
Anita knows Virtual Investment Planning clients rely on the firm’s team to listen to their individual needs. She enjoys getting to know each client as an individual, so she can serve him or her to the best of her ability. She’s been working in the accounting and tax industry since 1981 and has been working with John Azodi in particular since 1998.
When she’s not at work, Anita enjoys spending time with her family, singing in the church choir, walking, traveling, and going to the movies.
We’re looking forward to using our expertise to help you pursue your financial goals. Call us at 816.490.0048.
Virtual Investment Planning, LLC is a registered investment advisor. Information in this message is for the intended recipient[s] only.
We are licensed to sell Insurance Products in the following states: AZ, FL, IA, KS, MO, NC, OH, OR, WI