Financial Planning Solutions, Inc. - Home
"Plan designs and strategies to manage and protect families, businesses, and prosperity for over 30 years.”
Shelley Lee Boyce, CFP®, AIF®
Shelley Lee Boyce, CFP®, AIF®
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.
Shelley was featured in San Diego Woman Magazine; click here to read more.
Congratulations to Shelley from San Diego magazine.
Shelley has earned the distinction of:
Five Star Wealth Manager in 2012-2015 and 2017-2023—an 11-year award winner.
2012-2015 and 2017-2023 Five Star Wealth Manager Award, created by Five Star Professional. The 2023 award was presented in December, 2022 based on data gathered within 12 months preceding the issue date. 2125 advisors were considered, 211 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.