FINANCIAL PLANNING SOLUTIONS INC

Business Services > Business Advisory Services

Shelley-Lee-Boyce-resized

Shelley Lee Boyce, CFP,® AIF®


CFP Certificate




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.

CERTIFIED FINANCIAL PLANNER™ practitioner since 1993
Accredited Investment Fiduciary® professional since 2006
Registered investment advisory firm
California State Department of Corporations
Registered Representative with Commonwealth Financial Network®:
Full stock brokerage services available

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