About My Practice
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.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63
Life insurance: CA, PA, MN, OR, WA, Health/disability insurance: CA, PA, OR, WA, Variable annuities: CA, OR, PA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - AIF®
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
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.