Thank you for visiting the homepage of Financial Planning Solutions, Inc. We are an independent registered investment advisory firm headquartered in Carlsbad, California.
Shelley Lee Boyce is an established CERTIFIED FINANCIAL PLANNER™ practitioner. She is here to assist you with all of your financial planning needs.
Feel free to browse and, if you have any questions or comments or would like to make an appointment for a complimentary initial consultation, please contact us via phone or e-mail.
If you’re not currently acquainted with our firm, we’ve established this website as a way for you to get to know us and understand how we can help you get to that point where you are content and don’t have to worry.
We appreciate your interest and sincerely look forward to serving you.
FIVE STAR award recipients were nominated by either their broker/dealer or peers or were prequalified. They satisfied objective eligibility and evaluation criteria associated with providing quality services to clients. The criteria includes: active credentialed financial professional for a minimum of 5 years, favorable regulatory and complaint history, fulfillment of firm's internal review, accepting new clients, client retention rates, client assets administered, number of client households, education and professional designations. No fee is paid to be included in the research or on the final list. The award is not indicative of the wealth managers' future performance. No more than 7 percent of the wealth managers in a market receive the Five Star award. For more information please visit www.fivestarprofessional.com.