Jeff Boyd
Retirement Financial Planner assisting those in or nearing retirement with their financial decisions ► Read My Summary
- Role
- Certified Financial Plannertm - Independent Financial Group at Phase Four Financial Solutions
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Jeff Boyd
Work phone - Email - j•••@phase4fs.com | Website -…
Experience
Certified Financial Plannertm - Independent Financial Group
Phase Four Financial Solutions
Jul 2011 — Present · San Diego, CA, US
Education
The American College of Financial Services
CFP Certification Curriculum, CFP Certification
2006 — 2009
Calvin University
BA, Business/Communications
1992 — 1997
Cannon Financial Institute
CWS™, Certified Wealth Strategist™
2009 — 2010
Skills
- 401k
- Iras
- Fixed Annuities
- Series 6
- Insurance
- Securities
- Estate Planning
- Retirement
- Strategic Financial Planning
- Financial Planning
- Wealth
- Investment Advisory
- Retirement Planning
- 401(K) Retirement Savings Plans
- Series 63
- Investments
- Series 7
- Long Term Care Insurance
- Disability Insurance
- Financial Services
- Wealth Management
- Life Insurance
- Finance
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