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Shelley B
CFP®, Series 63
Carlsbad, CA
Financial Planning Solutions, Inc.
Shelley Boyce is a CFP® professional with 36 years of industry experience, currently operating through Financial Planning Solutions, Inc. She has been affiliated with CommonWealth Financial Network since 2005 and has provided financial planning services at her independent firm since 1995. Outside of advisory work, she serves as an expert witness and is involved in fixed insurance sales. Financial Planning Solutions, Inc. offers comprehensive financial planning services primarily to high-net-worth individuals, trusts, estates, and business entities. The firm focuses on tailored planning across various modules and does not manage client assets or exercise investment discretion.
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