Jeffrey W. DeBoer, President of DeBoer Financial Group, has more than 22 years experience in the financial services industry. He specializes in helping people who are planning for retirement and retired clients who wish to preserve and grow their assets. He has his FINRA Series 7, 63, and 66, Registered Securities Principal Series 24 registrations, is an Investment Adviser Representative of Commonwealth Financial Network, and has California Life & Disability and Variable Contracts Registrations. Jeffrey's practice focuses on independent financial guidance and planning for clients in or near retirement, with emphasis on tax reduction planning, wealth management, asset protection, and IRA and 401(k) distribution strategies for those who wish to maximize their distributions for themselves and their heirs.
Jeffrey is proud to have been named a Five Star Wealth Manager in Sacramento Magazine in 2010 and 2011*.
Jeffrey has lived in Northern California his entire life and resides in Rocklin. *Survey recipients were asked to select only wealth managers whom they knew through personal experience, and to evaluate them based upon nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale-service, quality of recommendations and overall satisfaction. No fee is paid to be included in the research or on the final list. The overall evaluation score reflects an average of all respondents and may not be representative of any one client's evaluation. The award is not indicative of the wealth manager's future performance.
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