John joined Beaird Harris in 2012 and has been a practicing advisor in the industry since 1999. John specializes in investment research, retirement income planning and helping clients achieve their financial goals. He co-founded a fee-only investment advisory firm in 2006 and has been an advocate of our passive, structured approach to investment management since that time. He firmly believes the key to long term success is focusing on the factors that we can control and not getting distracted by those we can't.
 
John has been citied in multiple industry publications and teaches select seminars to MBA students at Southern Methodist University regarding the basics of personal finance. He founded a local non-profit organization and has been volunteering with Dallas County Divert Court helping those with substance abuse issues since 2007. He is also proud of his accomplishments as an Eagle Scout, black belt, marathoner, and ironman.
 
John is a 1999 graduate of Texas A&M University and passed his CFP® exam in 2000 and has been a CERTIFIED FINANCIAL PLANNER™ professional since 2002. He earned his masters degree (MBA) from Southern Methodist University in 2004 and was awarded his Chartered Financial Analyst (CFA) charter in 2011 after completing the three year curriculum. He has always been committed to continued learning as evidenced by his accomplishments as a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Chartered Alternative Investment Analyst (CAIA), Certified Fund Specialist (CFS), Certified Investment Management Analyst (CIMA), Certified Foundation Fiduciary Specialist (CFFS), Accredited Investment Fiduciary Analyst™ (AIFA) and Accredited Estate Planner (AEP). He is an active member of the CFA Society of Dallas, Financial Planning Association and Dallas Estate Planning Council.
John Hetzel
Shareholder

CFP®, CFA, AIFA®

JohnH@bh-co.com
972-383-0529

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Education 
M.B.A., Southern Methodist University
B.S., Texas A&M University
Certifications / Licenses 
Chartered Financial Analyst (CFA)
Certified Financial Planner (CFP)
Accredited Investment Fiduciary Analyst (AIFA)
Financial Risk Manager (FRM)
Chartered Alternative Investment Analyst (CAIA)
Chartered Financial Consultant (ChFC)
Chartered Life Underwriter (CLU)
Accredited Estate Planner (AEP)
Certified Investment Management Analyst (CIMA)
Certified Foundation Fiduciary Specialist (CFFS)
Certified Fund Specialist (CFS)
Involvement 
Financial Planning Association
Dallas CFA Society
Dallas Association of Estate Planners & Councils
SMU Business Leadership Center
Zero Alpha Group
Boy Scouts of America
Dallas County Corrections
Recognition 
Five Star Wealth Manager, 2016
Teaching Excellence Award, SMU
Black Belt in Tae Kwon Do
Eagle Scout
Ironman
Years at Beaird Harris
5 Years
Prior Experience 
JWA Financial Group, Inc.
Cadence Financial Advisors
Fidelity Investments
GE Financial Services
Americo/AIM Pension Services
Born & Raised 
Corpus Christi, TX
Family 
John and wife, Hilary, enjoy spending time with their two children, Joel and Mazzie.
Favorite 
Author: Alexander Green
Fun Fact 
Was in a regional band that played all over TX, OK, LA, and NM for 8 years!
Favorite Quote 

"Advances are made by answering questions, discoveries are made by questioning answers."
- Bernard Haisch