Luke DeBoer (CFP®)
Luke DeBoer focuses in the
following client markets or areas of practice:
- Baby Boomers
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- High Net Worth Client Needs
- Hourly
- Millennials
- Baby Boomers
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- High Net Worth Client Needs
- Hourly
- Millennials
Planning Specialties
- Retirement Prep for Those In or Near Retirement - Distributions, Investing, Tax Strategy
- Tax-Efficient Saving and Investing
- Retirement Planning
Additional Information
Luke DeBoer has over 10 years of industry experience guiding individuals and families in multiple facets of financial planning, including investing, insurance, & employer benefits consulting. Additionally, Luke is a CERTIFIED FINANCIAL PLANNER™, 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 Delta Air Lines and of UnitedHealth Group, and he also currently serves as a Sr. Relationship Manager at Optum Bank, specializing in HSA’s and their relationship with retirement savings.
On a personal note, Luke is married to Gina DeBoer and they have 5 children (Isabella, Veda, Judah, Lucia, Amelia), ages ranging from 6-15. They are members at Oakwood Community Church in Waconia. Luke is a native Minnesotan, having grown up in the Elk River area.
NAPFA Start Date
May 28, 2019
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.