Donald Boucher
DB

Donald Boucher

Linkedin Profile
Managing Partner | Wealth Advisor at Copper Canyon Wealth Management | Mesa, Arizona, United States
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About Donald Boucher

  • Donald Boucher serves as the Managing Partner and Wealth Advisor at Copper Canyon Wealth Management, where he leverages his extensive background in law enforcement and finance to provide clients with a holistic approach to wealth management. With over two decades of experience in the financial...
    Donald Boucher serves as the Managing Partner and Wealth Advisor at Copper Canyon Wealth Management, where he leverages his extensive background in law enforcement and finance to provide clients with a holistic approach to wealth management. With over two decades of experience in the financial services industry, Donald has honed his expertise in comprehensive investment management, retirement planning, and estate and trust planning. His unique perspective as a retired Detective from the Los Angeles County Sheriff's Department allows him to approach financial challenges with a meticulous and analytical mindset, ensuring that each client receives tailored solutions that align with their individual goals. At Copper Canyon Wealth Management, Donald is deeply involved in key projects that emphasize the importance of building trusting relationships with clients. He is dedicated to fostering a collaborative environment where clients feel empowered to make informed decisions about their financial futures. His credentials as a Chartered Financial Consultant, Chartered Retirement Planning Counselor, and Certified Plan Fiduciary Advisor underscore his commitment to excellence in the field. Donald specializes in total wealth management, offering services that include retirement income planning, college education planning, and personal liability management. In addition to his investment advisory services, Donald is passionate about guiding business owners through the complexities of financial planning, ensuring they have the tools and strategies necessary to secure their legacy. His focus on alternative investments and fixed income portfolio management reflects his proactive approach to navigating market volatility and optimizing client portfolios. Through his leadership at Copper Canyon, Donald Boucher continues to exemplify the firm’s mission of providing comprehensive, client-centered financial solutions that stand the test of time.
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  • Donald Boucher Work

    • Managing Partner | Wealth Advisor at Copper Canyon Wealth Management in April 2011 to Present
    • Financial Planner at MetLife Securities in March 2009 to April 2011
    • Financial Planning Specialist at Smith Barney in June 2004 to June 2007
  • Donald Boucher Skills

    • Total Wealth ManagementInvestment Advisory ServicesInsurance Services
      Employer Sponsored Retirement PlansSolo 401k PlansRetirement PlanningRetirement Income PlanningPersonal Financial PlanningEstate and Trust PlanningCollege Education PlanningBusiness Owner PlanningFee-Based Asset ManagementFixed Income Portfolio ManagementTax-Managed Investment ServicesFamily, Corporate and Non Profit Trust ManagementCharitable Remainder TrustsThe Private Trust CompanyMortgage PlanningPersonal Liability ManagementAlternative Investments

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  • About Donald Boucher's Current Company

  • Frequently Asked Questions about Donald Boucher

    • What is Donald Boucher email address?
      Email Donald Boucher at d***r@msn.com and d***r@coppercanyonwealth.com. This email is the most updated Donald Boucher email found in 2024.
    • What is Donald Boucher phone number?
      Donald Boucher phone number is +16025105285 and +19122723564.
    • How to contact Donald Boucher?
      To contact Donald Boucher send an email to d***r@msn.com or d***r@coppercanyonwealth.com. If you want to call Donald Boucher try calling on +16025105285 and +19122723564.
    • What company does Donald Boucher work for?
      Donald Boucher works for Copper Canyon Wealth Management
    • What is Donald Boucher's role at Copper Canyon Wealth Management?
      Donald Boucher is Managing Partner | Wealth Advisor
    • What industry does Donald Boucher work in?
      Donald Boucher works in the Financial Services industry.

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