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CERTIFIED FINANCIAL PLANNER™ since 1993
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Accredited Investment Fiduciary® since 2006 |
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Registered Investment Adviser - California State Department of Corporations |
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Registered Representative with Commonwealth Financial Network |
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Registered Player Financial Adviser with the National Football League |
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Member of the Financial Planning Association |
For more than twenty 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" which can lead to better cash flow practices, managing portfolio volatility, and financial confidence. 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.
As a Registered Investment Adviser, Shelley creates, implements, and monitors customized financial plans designed to help affluent individuals and families pursue their financial goals. She thoroughly assesses and analyzes your complete financial picture to ensure that your strategy reflects your values, risk tolerance, and ultimate life objectives.
Shelley is known for taking a conservative approach to wealth management. She has built a reputation based on sound judgment and prudent decision-making—values that have helped so many of her clients protect their existing assets and successfully pursue their goals.
Shelley's commitment to always putting your interests first is evident in every aspect of her business. She has chosen to utilize Commonwealth Financial Network®, an independent broker/dealer with a 30-year history of focusing solely on the needs of its affiliated advisors and the clients they serve. This affiliation means that she remains free to make recommendations based solely on what's right for you, without bias or pressure to promote a particular product or strategy—which is not the case with some other types of financial advisors.
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Areas of Focus
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Map
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Shelley Lee Boyce is a Registered Representative with/and Offers Securities through Commonwealth Financial Network, Member FINRA/SIPC. Advisory services offered by Financial Planning Solutions are separate and unrelated to Commonwealth.
Strictly intended for individuals in AZ, CA, CO, FL, MA, MD, MN, MS, NC, NM, NY, OR, PA, UT, VA, 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.
Shelley Lee Boyce (CA Insurance Lic# 0761225) is a Registered Representative and Investment Adviser Representative with and offers Securities and Advisory Services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Financial Planning Solutions is a Registered Investment Adviser. Advisory services and fixed insurance products and services offered by Financial Planning Solutions are separate and unrelated to Commonwealth.
Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the San Diego area (includes San Diego county in the state of California) to gather wealth manager nominations. Self nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2012 Five Star Wealth Managers to be no more than 7% of the approximately 11,400 wealth managers in the area. 1,014 award candidates in the San Diego area were considered for the award, of which 284 were named 2012 Five Star Wealth Managers.
• Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or San Diego Magazine.
• Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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