With over thirty-five years of experience in the insurance and investment advisory 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™ practitioner, Accredited Investment Fiduciary® professional, and Certified Private Wealth Analyst℠ professional, 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. 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 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. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.
- Financial Planning
- Health/Medical/Disability Insurance
- Insurance Agent/Broker
- Insurance Fraud
- Life Insurance
- Stocks & Bonds
- Q: Please list your professional accreditations, degrees, licenses, and certificates granted:
- A: FINRA Series 6, 7, & 63 securities registrations
CERTIFIED FINANCIAL PLANNER™ Practitioner
Registered Investment Advisor
California State Department of Corporations
Accredited Investment Fiduciary® Designee
Certified Private Wealth Analyst℠ Professional
- Q: Please list your affiliations or memberships in any professional and/or industry organizations:
- A: Financial Planning Association
Investments & Wealth Institute®
- 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 35+ years in practice.
References upon request.