As seen in
San Diego Five Star award winner

PROFESSIONAL PROFILE

Shelley Lee Boyce, CFP®, AIF®

Financial Planning Solutions, Inc.
2784 Gateway Road, Ste. 102
Carlsbad, CA 92009
Office: (760) 929-1180
slboyce@financialdesign.net
www.financialdesign.net

Professional Approach

Shelley has served a diverse clientele for over 30 years. Her conservative analytical skills, active listening skills, and attention to detail not only result in comprehensive custom financial plans, but whole-life financial balance and well-being. She has developed a solid business working with couples and small business owners as well as women and men in all types of transitions in their lives. Whether you need a fresh opinion, full financial plan, custom portfolio design and management, or retirement planning, Shelley feels that it takes as much energy to wish as it does to plan! Her warm, specialized approach helps her clients achieve better cash flow practices, manage portfolio volatility and gain confidence with their entire financial situation. Her decades-long consistent yoga practice helps keep her centered, grounded, and ready for anything. 

This award was issued on 12/01/22 by Five Star Professional (FSP) for the time period 03/21/22 through 09/16/22. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2125 San Diego-area wealth managers were considered for the award; 211 (10% of candidates) were named 2023 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2022: 2084, 223, 11%, 12/1/21, 4/12/21 - 10/15/21; 6123, 459, 7%, 12/1/20, 3/30/20 - 10/16/20; 2020: 2218, 231, 10%, 12/1/19, 3/1/19 - 10/18/19; 2019: 1885, 224, 12%, 12/1/18, 3/23/18 - 10/15/18; 2018: 1498, 228, 15%, 12/1/17, 3/22/17 - 10/17/17; 2017: 1349, 349, 26%, 11/1/16, 2/25/16 - 10/14/16; 2016: 1337, 349, 26%, 11/1/15, 6/2/15 - 10/23/15; 2015: 1639, 350, 21%, 12/1/14, 6/2/14 - 10/23/14; 2014: 1838, 368, 20%, 12/1/13, 6/2/13 - 10/23/13; 2013: 1675, 417, 25%, 12/1/12, 6/2/12 - 10/23/12; 2012: 1014, 284, 28%, 11/1/11, 6/2/11 - 10/23/11.
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Shelley Lee Boyce (CA Insurance Lic. #0761125) is a Registered Representative and Investment Adviser Representative with/and offers securities and advisory services through Commonwealth Financial Network, Member www.finra.org/www.sipc.com, 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.
This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, FL, HI, IA, ID, IL, MD, MN, NC, NE, NM, NV, OR, PA, SC, TX, UT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The 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 clients' 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 FSP or this publication. 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 FSP in the future. Visit www.fivestarprofessional.com.