Our Broker/Dealer

Shelley Lee Boyce, CFP®, AIF®

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Our Broker/Dealer

The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations.

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 FINRA/SIPC, 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.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

Form CRS: Client Relationship Summary

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Financial Planning Solutions, Inc. 2784 Gateway Road, Suite 102, Carlsbad, CA 92009 | P760.929.1180 | F760.929.1185