Donald P. Boucher

About Donald P. Boucher

Experience, Insight, and Dedication - Donald brings investigative expertise and financial acumen to wealth management. After a distinguished career as a Detective with the Los Angeles County Sheriff\'s Department, he transitioned to financial services in March This background gives him an investigator\'s attention to detail and ability to uncover what matters most to each client.Advanced Planning Credentials - As a ChFC®, CRPC®, and CPFA, Donald has earned industry-respected designations. His expertise spans investment management, insurance services, and financial, retirement, and wealth planning strategies for individuals, families, business owners, corporate executives, and employer-sponsored retirement plans.Philosophy Built on Relationships - Donald\'s practice rests on developing deep, lasting relationships with clients. He believes exceptional financial planning begins with truly understanding each client\'s unique needs, values, and concerns. His background has sharpened his ability to listen carefully, ask the right questions, and design strategies that align with your goals.Education and Community - Donald holds a BA in Business Administration with concentrations in finance and management from California State University, San Bernardino. He remains active as a member of Mesa West Rotary Club, reflecting his commitment to service beyond his professional practice.The Power of Partnership - Donald and his wife Sharon work as business partners at Copper Canyon Wealth Management. Sharon serves as Managing Partner with credentials as a ChFC®, CLU®, and LPL Registered Associate. Together, they offer clients the advantage of a husband-and-wife team who understand both wealth management complexities and working through financial decisions as a couple.Our Services- Investment Management- Financial Planning- Retirement Planning- Education Planning- Insurance Planning- Tax Planning - Charitable Planning- Generational Planning- Estate Planning and Trust and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or affiliates. Copper Canyon Wealth Management and LPL Financial are independent entities. Representative may only transact business with properly registered state residents. Third party posts do not reflect LPL Financial views. Trust services through The Private Trust Company N.A, an LPL affiliate.

Experience

1. Managing Partner Wealth Advisor Lpl Financial Planner

   Copper Canyon Wealth Management

   Apr 2011 — Present · Mesa, AZ, US

   At Copper Canyon Wealth Management, we deliver complete financial solutions tailored to your unique needs. Our comprehensive services span investment management, financial planning, retirement planning, education planning, insurance planning, tax planning, charitable planning, generational planning, estate planning and trust services.Our Approach - Every successful financial journey begins with trust. We build lasting partnerships with families by upholding unwavering integrity and maintaining the highest professional standards. Your success becomes our shared mission. Working closely together, we develop personalized financial strategies that align with your family\'s values and objectives. Our collaborative process ensures every recommendation serves your best interests, from initial planning through ongoing implementation.What Sets Us Apart - We specialize in navigating complex financial landscapes while making the process clear and accessible. Our commitment extends beyond managing your wealth—we\'re dedicated educators who empower you to make informed decisions about your financial future.Our promise is simple - Your interests guide every decision we make. When you work with Copper Canyon Wealth Management, you gain partners who are genuinely invested in your family\'s long-term prosperity.We look forward to being of service to your family - Ready to begin your financial journey with a team that puts your family first? We\'re here to help you achieve your goals with confidence and clarity.

Education

• California Peace Officers Standards and Training

  Advanced Certificate, Law Enforcement

  1996 — 1996

• Los Angeles County Sheriff's Academy

  Basic Certificate, California Peace Officers Standards and Training, Law Enforcement

  1982 — 1983

• Antelope Valley College

  A.S., Business Administration

  1995 — 1997

• College for Financial Planning

  Chartered Retirement Planning Counselor - Comprehensive Retirement Planning - CRPC® Designation

• The American College of Financial Services

  Chartered Financial Consultant - Advanced Financial Planning - ChFC® Designation

• The American College of Financial Services

  Certified Financial Planner™ - CFP® Certification Education Program - Completed

• California Peace Officers Standards and Training

  Intermediate Certificate, Law Enforcement

  1995 — 1995

• California State University-San Bernardino

  B.A., Business Administration - Finance and Management

  1997 — 1999

• National Association of Plan Advisors

  Certified Plan Fiduciary Advisor - CPFA® Designation

• Antelope Valley College

  A.A., Letters, Arts and Science

  1995 — 1997

Skills

• Total Wealth Management
• Personal Financial Planning
• The Private Trust Company
• Fixed Income Portfolio Management
• Business Owner Planning
• 401k, 403b, 457 and Tsp Rollovers
• Guaranteed Lifetime Income Strategies
• Solo 401k Plans
• Employer Sponsored Retirement Plans
• College Education Planning
• Charitable Remainder Trusts
• Estate and Trust Planning
• Alternative Investments
• Investment Advisory Services
• Fee-Based Asset Management
• Personal Liability Management
• Retirement Income Planning
• Family, Corporate and Non Profit Trust Management
• Retirement Planning
• Tax-Managed Investment Services
• Insurance Services
• Mortgage Planning