Jeff Boyd Email & Phone Number
Certified Financial Planner™ - Independent Financial Group @ Phase
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Jeff Boyd Location
- San Diego, CA, US
Jeff Boyd Work
- 2011 -now Certified Financial Planner™ - Independent Financial Group @
- 2009 -now Certified Financial Planner, Investment Adviser Representative, Wealth Manager, Owner @
- 2008 -2011 Certified Financial Planner™ @
- 2000 -2008 Financial Planner @
- 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
- Series 6
- Investments
- Disability Insurance
- Finance
- Project Management
- Financial Planning
- Certified Financial Planner
- Microsoft Word
- Financial Services
- IRAs
- Insurance
- Retirement
- Series 7
- Retirement Planning
- Investment Advisory
- Fixed Annuities
- Series 63
- 401 Retirement Savings Plans
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 3 mobile phone numbers on RocketReach.
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