Luke DeBoer
CFP®
The Financial Planning Co.
Financial Planner
Luke DeBoer
CFP®
The Financial Planning Co.
Financial Planner
I'm so fortunate to be in a position where I get to help people take their current dreams and turn them into realities. Financial planning and investment management is fun in that sense, small decisions made today turn into massive outcomes later - as long as those small decisions are positive, the future will be bright. - Luke DeBoer, CFP®
Fee-Only financial planner located in Waconia, MN, serving clients locally and across the country
Meet Luke DeBoer
Luke DeBoer has a long history of guiding individuals, families, and corporations in multiple facets of financial planning, including investing, insurance, & employer benefits consulting.
To support these efforts, Luke is a CERTIFIED FINANCIAL PLANNER™ professional, and holds an MBA with a concentration in Tax from the Carlson School of Management at the University of Minnesota.
His professional career includes time at Fidelity Investments as a consultant, leading the financial wellbeing efforts for the 170,000 employees of UnitedHealth Group, and as a Sr. Relationship Manager at Optum Bank, specializing in HSA’s and their relationship with retirement savings.
Luke is married to Gina DeBoer and they have 5 children (Isabella, Veda, Judah, Lucia, Amelia), ages ranging from 4-12. They are attendees at Oakwood Community Church in Waconia. Luke is a native Minnesotan, having grown up in the Elk River area.
Luke DeBoer is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
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Luke DeBoer is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Luke DeBoer
Office Locations:
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1043 Meadow Ln
Waconia, MN 55387
