Shelley L Boyce, CFP®, AIF®

Ms. Shelley L Boyce, CFP®, AIF®

Financial Planning Solutions, Inc.
2784 Gateway Road, Suite 102
Carlsbad , CA 92009
Office: 760-929-1180
Fax: 760-929-1185

Introduction

With over twenty-five years of experience in the insurance industry managing individual and small business assets, Ms. Boyce applies her extensive knowledge towards litigation support to evaluate possible insurance malfeasance and/or product suitability through insurance and securities portfolio analysis.

As a CERTIFIED FINANCIAL PLANNER™ professional and Accredited Investment Fiduciary®, Ms. Boyce has extensive continuing education requirements. Since continuing education is a method of recertification, educational courses attended apply directly to the skills, abilities, knowledge, and ethical practices expected of those with Ms. Boyce's certifications. Each reporting period Ms. Boyce attends seminars to maintain her expert knowledge in cash flow management, financial strategies, education planning, economic concepts, financial services and regulations, consumer protection laws, analysis and evaluation of risk exposures, health insurance and health care cost management, insurance needs analysis, group medical insurance, pooled and managed funds, real estate investment trusts, alternative investments, investment risks, quantitative investment concepts, bond and stock valuation, investment strategies, asset allocation and portfolio diversification, and retirement needs analysis.

Areas of Expertise: Securities, Financial Planning, Elder Financial Abuse, Financial Services, Suitability of Investments, Annuities, Disability Insurance, Life Insurance, Retirement/Pensions, Finance, Fiduciary Duty.

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 Adviser. Shelley is also an Investment Adviser Representative of Financial Planning Solutions, Inc., a Registered Investment Adviser. Advisory services and fixed insurance products and services offered by Financial Planning Solutions, Inc. are separate and unrelated to Commonwealth. Strictly intended for individuals in: AZ, CA, CO, FL, HI, IN, MN, NM, NY, NC, OR, PA, UT, WA. No offers may be made or accepted from any resident outside these states due to various state and registration requirements regarding investment products and services.


Areas of Expertise

  • Business
  • Disability
  • Finance
  • Financial Planning
  • Health/Medical/Disability Insurance
  • Insurance Agent/Broker
  • Insurance Fraud
  • Life Insurance
  • Securities
  • Stocks & Bonds

Expert Background

Q: Please list your professional accreditations, degrees, licenses, and certificates granted:
A: FINRA Series 6, 7, & 63 securities registrations
CERTIFIED FINANCIAL PLANNER™
Registered Investment Advisor
California State Department of Corporations
Accredited Investment Fiduciary® Designee
Q: Please list your affiliations or memberships in any professional and/or industry organizations:
A: Better Business Bureau® - San Diego & Imperial Counties
Financial Planning Association
National Football League Players Association - Registered Player Financial Advisor
Q: Please list any teaching or speaking experience you have had, including subject matter:
A: Shelley has spoken to various professional groups and women’s groups throughout 25 years in practice.

References

References upon request.