About My Practice
Faced with a complex and ever-changing financial world, an increasing number of investors seek unbiased professional guidance from an experienced fee-only advisor and investment manager. Whether it is a comfortable retirement or leaving a legacy, Mr. Boebinger has helped 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. Mr. Boebinger is Director of Tactical Investment Strategies at Strategic Financial Concepts, LLC (SFC). SFC is the registered investment advisory firm of its sister organization, The National Financial Alliance, with its over 100 affiliated advisors located across the United States and Puerto Rico. With SFC being an independent full-service firm, Mr. Boebinger has access to a multitude of investment products through several discount brokerage trading platforms. Through this partnership, we apply our investment expertise to construct cost efficient, well diversified portfolios—in an attempt to maximize the probability of achieving your financial goals.
Mr. Boebinger has been recognized by Wealth Manager Magazine as one of the nations “Top Wealth Advisors” and Financial Advisor Magazine’s “Top 100 independent Advisors.” He is also a Five-Star Financial Advisor" with Paladin Registry, a “Five-Star Wealth Manager” by Texas Monthly, “America’s op Financial Planners” by Consumers' Research Council of America, and a featured advisor on MoneyManger.com.
When you hire a financial advisor (as with any professional) his or her credentials, experience, and integrity must meet the highest standards. Your advisor should provide independent, objective advice—free of conflicts of interest—and be aligned to achieve your financial goals. Mr. Boebinger has more than 20 years of experience in the financial services industry. He is a graduate of the University of California, Berkeley with a B.A. in Economics, and has a Masters Degree from the University of Houston/Clear Lake.
Prior to joining Strategic Financial Concepts, Mr. Boebinger was employed for ten years as Senior Vice President with Houston-based King Investment Advisors (KING), with $450 million under management. At KING, Dean refined his proprietary investment strategy. Prior to KING, Mr. Boebinger served as Vice President of Retirement and Investment Services with Fremont Investment Advisors where he was responsible for the management of three regional offices nationwide and $350 million in assets for individual investors.
Mr. Boebinger specializes in asset allocation/portfolio management, retirement planning, college funding, lump sum distribution analysis, and other planning issues. He is a member of the Financial Planning Association, the Houston Estate and Financial Forum, and serves as a Board member of the University of Houston Gift Planning Advisory Council. He is a former Board member of the Planned Giving Council of Houston. Mr. Boebinger is a frequent speaker on numerous financial topics.
Registrations, Licenses, Certifications & Affiliations
Life insurance: TX, Health/disability insurance: TX, Fixed annuities: TX, Variable annuities: TX
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Considerations: Asset minimum is per household. Flat fee primarily for advising on corporate retirement plans.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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