Shelley L. Boyce,  CFP<sup>&reg;</sup> - Financial Advisor

Shelley L. Boyce, CFP®

AIF®

Financial Planning Solutions, Inc.

2784 Gateway Rd, Ste 102
Carlsbad, CA 92009
FINANCIAL ADVISOR'S WEBSITE
(760) 929-1180

General

Shelley Boyce is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Financial Planning Solutions, Inc. in Carlsbad, CA and the surrounding communities.

Financial Advisor Overview

For more than twenty five years, Shelley has served a diverse clientele with her conservative analytical skills, comprehensive custom financial plans, portfolio design and management. Specializing in helping people gain overall financial security, Shelley focuses on developing a custom financial 'road map' to help lead to better cash flow practices, managing portfolio volatility, and peace of mind. She has developed a strong business working with couples, small business owners, and women in transition. Shelley's unique, holistic approach makes her an ideal choice for detailed financial analysis and investment advice.

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Financial Advisor Experience

25+ years

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - AIF®

Insurance Licenses

  • Life insurance: CA, PA, MN, OR, WA
  • Health/disability insurance: CA, PA, OR, WA
  • Variable annuities: CA, OR, PA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Shelley Lee Boyce is a Registered Representative with/and offers securities through Commonwealth Financial Network®, www.FINRA.org/www.SIPC.org, a Registered Investment Advisor. Financial Planning Solutions, Inc. is a Registered Investment Adviser. Advisory Services and Fixed Insurance products and services offered by Financial Planning Solutions are separate and unrelated to Commonwealth. CA Insurance Lic. #0761225. This communication is strictly intended for individuals residing in the states

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Getting Married, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Medical & Health Issues, Women's Finances

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