Shelley Lee Boyce, CFP^®

AIF^®, CPWA^®

Financial Planning Solutions, Inc.

2784 Gateway Rd, Ste 102
Carlsbad, CA 92009

FINANCIAL ADVISOR'S WEBSITE

www.financialdesign.net

(760) 929-1180

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

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 thirty-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.

Financial Advisor Experience

35+ years

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - AIF^® CPWA^®

Insurance Licenses

Life insurance: AZ, CA, ID, IN, ME, MN, NM, NV, NY, OR, TX, WA
Health/disability insurance: AZ, CA, ID, IN, ME, NM, NV, NY, OR, TX, WA
Variable annuities: AZ, CA, ID, MN, NM, NV, NY, OR, WA

Broker-Dealer Affiliation

Commonwealth Financial Network®

Broker-Dealer Disclaimer

Shelley Lee Boyce (CA Insurance license #0761225) is a Registered Representative and Investment Adviser Representative with/and offers securities through Commonwealth Financial Network®, member www.FINRA.org/www.SIPC.org, a Registered investment advisor. Financial planning services offered through Financial Planning Solutions, Inc. and fixed insurance products and services are separate and unrelated to Commonwealth. The Financial Advisor associated with this website may discuss and/or transact business only with residents in states in which she is properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations.

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