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Featured Financial Advisor: Dean L. Boebinger

Get financial planning and money management advice from Dean L. Boebinger

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Certified Financial Planner (CFP) Dean Boebinger, CFP™ has an extensive work experience and unimpeachable credentials. He is a certified financial planner and has over 20 years of experience as an indpendent fee only financial advisor. Honors and Awards: - Named by Wealth Manager Magazine as one of the nations “Top Wealth Advisors,” and Financial Advisor Magazine’s “Top 100 Independent Advisors.” - "Five-Star Financial Advisor" by Paladin Registry - “Five-Star Wealth Manager” by Texas Monthly - “America’s Top Financial Planners” by Consumers' Research Council of America - A featured advisor on MoneyManger.com.

Strategic Financial Concepts
Office Address: 20333 State Hwy 249, Suite 200, Houston, TX, 77070
Service Coverage: Across USA
Phone: (281) 378-8008

Email: Click here to email Dean L. Boebinger

Web Site: http://www.kingadvisors.com/wealth/default.aspx#Dean

 

Service Offerings

Faced with a complex and ever-changing financial world, an increasing number of investors seek unbiased professional guidance from an experienced fee-based advisor and investment manager. Whether it is a comfortable retirement or leaving a legacy, Dean strives to help clients reach their financial goals with an established investment strategy. This strategy utilizes a six-step process that replicates the disciplined approach used in managing large pension and endowment funds. With SFC being an independent full-service firm, he has access to a multitude of investment products through several discount brokerage trading platforms. Through this partnership, Dean applies his investment expertise to construct cost efficient, well diversified portfolios-in an attempt to maximize the probability of achieving your financial goals.

Expertise

Dean L. Boebinger's Career Highlights:
Prior to joining SFC, he was employed for ten years as Senior Vice President with Houston-based King Investment Advisors (KING), with $450 million under management. Dean headed the Wealth Management Group. At KING, Dean refined his proprietary investment strategy with superior results utilizing unlimited investment products through discount brokerage trading platforms.
Previously, Dean served as Vice President of Retirement and Investment Services with Fremont Investment Advisors (owned by the Bechtel Group) where he was responsible for the investment management of $350 million in assets for Bechtel employees and retirees.
Member of the Financial Planning Association (FPA); Board member, the University of Houston Gift Planning Advisory Council; formerly served on the Board of the Planned Giving Council of Houston; and is a member of the Houston Estate and Financial Forum.

Previously, Dean served as Vice President of Retirement and Investment Services with Fremont Investment Advisors where he was responsible for management of three regional offices and $350 million in assets for high net worth individuals. His other investment experiences include financial advisor positions at Coastal Banc and American Express. Dean is listed by Paladin Registry Inc. as a five-star (highest rating) member of the Paladin Registry of Financial Professionals. The Registry uses an independent proprietary evaluation process for rating the quality of advisors.

Education: B.A., Economics, University of California, Berkeley; M.S., Healthcare Administration, University of Houston/Clear Lake.

About Strategic Financial Concepts

Dean L. Boebinger, CFP® has over two decades of financial industry experience. At Strategic Financial Concepts, LLC (SFC)—an independent registered investment advisor associated with the National Financial Alliance—Dean manages portfolios for financial advisors, high net worth clients, and corporations requesting a diversified tactical asset allocation approach to investing.

Additional Information (Blog, Articles)

What is the KING and Dean Boebinger's client’s financial profile?
For Asset Management:
Annual income of $100,000 or over $250,000 in investible assets

For Financial Planning:
The investor who is interested in professional guidance to achieve their financial goals.

What are the benefits of a complimentary consultation?
A consultation will allow an opportunity to:
-identify your specific financial needs
discuss the range of SFC’s services in greater detail
-define your investment risk/reward tolerances and time horizon
-determine if you are an appropriate match for SFC’s services
Email or call us if you have any questions about our services, or if you would like to schedule a complimentary consultation.

Visit Dean's LinkedIn website for more information at: http://www.linkedin.com/profile/view?id=89936101&trk=tab_pro