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Jay Boekeloo (BA, CFP®, MS, MSFP, MSPFP)

Jay Boekeloo focuses in the
following client markets or areas of practice:

  • AUM
  • Business Owners
  • College/Education Planning
  • Hourly
  • Investment Advice without Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

Cash Flow & Budgeting Retirement Planning Investment Advice and Management Student Loans & Debt Repayment Tax Planning Behavioral Finance

Additional Information

I currently work as a Fee-Only Financial Planner in Vancouver, WA where everyday I have the privilege of working with incredible clients and learning about each of their unique backgrounds. By taking the time to learn more about their history and their current beliefs regarding money, we are able to create a financial plan that also leverages their strengths and financial behaviors to increase their chances at achieving their financial goals.

In addition to offering behavioral finance based planning and investment advice, I also enjoy working with those in the acquisition phase (20s, 30s, and 40s), individuals/families with Student Loan Debt, and Veterinarians/Practice Owners (I'm even married to one).

When not nerding out in finances at work, you'll likely find me recording songs in our home studio, training in various martial arts, or out on the baseball diamond with my wife, Kelsey, and son, Conlan.

NAPFA Start Date

February 19, 2020

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

34504 NE 49th Pl. La Center, WA 98629 Phone: (360) 524-3374
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