J. Christopher Boyd, CFP<sup>&reg;</sup> - Financial Advisor

J. Christopher Boyd, CFP®

CASL®, CEPS

Founder, CEO, Investment Advisor Representative

Asset Management Resources, LLC

1060 Falmouth Road, Suite B-2
Hyannis, MA 02601
FINANCIAL ADVISOR'S WEBSITE
(866) 771-8901
+1 More Number
(508) 771-8900
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General

J. Christopher Boyd is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Asset Management Resources, LLC in Hyannis, MA and the surrounding communities.

Financial Advisor Overview

Being planning & fee based enables us to work from "the same side of the table" as our clients. Your goals are our goals. I, along with my firm, AMR, act as a fiduciary. My career began in 1990 as a life insurance agent and I became securities licensed registered in 1991. For more than 20 years, I have been helping clients to consider and plan for their financial security and prepare their portfolio design, yet each year we find ways to build on that knowledge and strive for incremental improvements in our process.

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Financial Advisor Experience

In 2008, I established Asset Management Resources, LLC (AMR), a Registered Investment Advisor firm, for financial planning and fee-based wealth management. Having been a life insurance producer initially, then working in the broker-dealer channel, although my experience was enriched, it was clear we wanted better alignment with our clients' interests and needs.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CHARTERED ADVISOR FOR SENIOR LIVING (CASL®) Certified Elder Planning Specialist (CEPS)

Insurance Licenses

  • Life insurance: MA
  • Health/disability insurance: MA
  • Property/casualty: MA
  • Fixed annuities: MA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Investment Management, Estate Planning, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth

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Helpful Financial Planning Resources