1999 - 2000 Financial Advisor @ Independence Capital Group
Jeff Boyd Education
Cannon Financial Institute
CWS™ (Certified Wealth Strategist™)
2009 - 2010
The American College of Financial Services
CFP Certification Curriculum (CFP Certification)
2006 - 2009
Calvin University
BA (Business/Communications)
1992 - 1997
Kalamazoo Christian High
1988 - 1992
Jeff Boyd Skills
PowerPoint
Wealth
Estate Planning
Securities
Wealth Management
Long Term Care Insurance
Strategic Financial Planning
Life Insurance
401k Retirement Savings Plans
401k
Jeff Boyd Summary
Jeff Boyd, based in San Diego, CA, US, is currently a Certified Financial Planner™ - Independent Financial Group at Phase Four Financial Solutions. Jeff Boyd brings experience from previous roles at Phase Four Financial Solutions, Phase Four Financial Solutions - First Allied Securities, Dominion Financial Group and Independence Capital Group. Jeff Boyd holds a 2009 - 2010 CWS™ in Certified Wealth Strategist™ @ Cannon Financial Institute. With a robust skill set that includes PowerPoint, Wealth, Estate Planning, Securities, Wealth Management and more. Jeff Boyd has 2 emails and 1 mobile phone numbers on RocketReach.
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