Shelley Lee Boyce, CFP, AIF

Shelley Lee Boyce, CFP, AIF

Financial Planning Solutions, Inc.

2784 Gateway Road, Suite 102 Carlsbad, CA 92009

About the Expert

Expert Witness and litigation support for life insurance, annuity contracts, financial planning, damages claims, and trust accounting. With over twenty years of experience in the insurance industry managing individual and small business assets, Shelley applies her extensive knowledge towards litigation support to evaluate possible insurance malfeasance and/or product suitability through insurance and securities portfolio analysis.

Areas of Expertise

  • Financial Matters
  • Securities

Expert's Profile

For more than twenty years, Shelley has served a diverse clientele with her conservative analytical skills, comprehensive custom financial plans, portfolio design and management.

As a CERTIFIED FINANCIAL PLANNER™ professional and Accredited Investment Fiduciary®, Shelley has extensive continuing education requirements. Since continuing education is a method of recertification, educational courses attended apply directly to the skills, abilities, knowledge, and ethical practices expected of those with Shelley’s certifications. Each reporting period Shelley attends seminars to maintain her expert knowledge in cash flow management, financial strategies, education planning, economic concepts, financial services and regulations, consumer protection laws, analysis and evaluation of risk exposures, health insurance and health care cost management, insurance needs analysis, group medical insurance, pooled and managed funds, real estate investment trusts, alternative investments, investment risks, quantitative investment concepts, bond and stock valuation, investment strategies, asset allocation and portfolio diversification, and retirement needs analysis.

Litigation and Arbitration Subject Matter:

Annuity Contracts
Pension Plans
Life Insurance and Accidental Death Benefit Insurance
Financial Planning
Elder Financial Abuse
Tax Planning
§412(e)(3) and §(i)Defined Benefit Pension Plans

Objective Expert Services:

Litigation Consulting
Potential Litigation: Case Evaluation
New Litigation: Affidavit of Merit
Evidence Review and Analysis
Research
Complaint, Petition, and Response Preparation Assistance
Reports
Damage Calculations
Expert Declarations and Affidavits
Exhibits for Settlement Conference, Mediation, and Trial
Mediation Assistance
Deposition, Arbitration, and Trial Testimony

Shelley Lee Boyce (CA Insurance license #0761225) is a Registered Representative and Investment Adviser Representative with/and offers securities through Commonwealth Financial Network®, member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Shelley is also an Investment Adviser Representative of Financial Planning Solutions, Inc., a Registered Investment Adviser. Advisory services and fixed insurance products and services offered by Financial Planning Solutions, Inc. are separate and unrelated to Commonwealth. Strictly intended for individuals in: AZ, CA, CO, FL, HI, IN, MN, NM, NY, NC, OR, PA, UT, WA. No offers may be made or accepted from any resident outside these states due to various state and registration requirements regarding investment products and services.

Personal Achievements

Licenses

  • FINRA registrations
  • CERTIFIED FINANCIAL PLANNER™ professional
  • Registered Investment Advisor
  • California State Department of Corporations
  • Accredited Investment Fiduciary®

Special Training

  • College of Financial Planners, Denver, CO
  • Center for Fiduciary Studies in association with the Center for Executive Education, Joseph M. Katz Graduate School of Business, University of Pittsburgh, Pittsburgh, PA
  • Fiduciary College in association with the Program in Law, Economics and Business, Stanford Law School, Stanford University, Palo Alto, CA

Organizations

  • Better Business Bureau® - San Diego & Imperial Counties
  • Financial Planning Association
  • National Football League Players Association- Registered Player Financial Advisor

Honors

  • FIVE STAR Best in Client Satisfaction Wealth Manager, San Diego, CA

More Information

Listed in the Following States

Shelley Lee Boyce, CFP, AIF is listed with ExpertPages in the following jurisdictions: All US Regions and States, Canada (all Provinces).