Steve Boeckmann

CFP®, TPCP®, ChFC®, CRPC®

scottsdale, Arizona

Virtual

In-Person

Specialties

Retirement PlanningEstate PlanningBusiness OwnersTax PlanningRetirement Income

About Me

I am a Certified Financial Planner CFP®, Tax Planning Certified Professional ®, Chartered Financial Consultant ChFC® and a Chartered Retirement Planning Counselor CRPC® I work with clients to help them create a comprehensive financial plan based on there individual goals and objectives.

My pledge to all my clients is to always put their needs above my own and anyone else’s. I enjoy helping people from various backgrounds create a financial plan to work towards their unique goals. Earlier in my career I was an equity trader and made markets in NASDAQ and NYSE equities. I am an avid sports fan. I enjoy playing golf, wine collecting and tasting, nutrition and fitness and fostering dogs until the can find a permanent home.

♥

Interests & Hobbies

As a Certified Financial Planner™ (CFP®), Tax Planning Certified Professional®(TPCP®), Chartered Financial Consultant® (ChFC®), and Chartered Retirement Planning Counselor® (CRPC®), I help tech professionals in Scottsdale and beyond create smart, customized financial strategies that match their careers, goals, and lifestyles.My approach is simple: your goals come first—always. My pledge to every client is to act in their best interest, provide clarity in complex decisions, and design a plan that works just as hard as they do. Before becoming a financial advisor, I spent years as an equity trader, making markets in NASDAQ and NYSE stocks. That experience taught me the value of calm, strategic thinking in fast-paced environments—a perspective I bring to every client interaction. Outside of work, I’m an avid sports fan and golfer, a wine enthusiast, and passionate about health, fitness, and fostering rescue dogs until they find their forever homes. Let’s connect—whether you're building wealth in tech, navigating a recent job change, or simply want clarity and confidence in your financial future.

Ready to talk?

Always free for clients.

Credentials

CFP®, TPCP®, ChFC®, CRPC®

Chartered Designations

What do these credentials mean?
See FINRA's official explanation →

Connect

Disclosures

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC The information contained in this e-mail message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete.