Financial Planning Solutions LLC
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Financial Planning Solutions, Inc. is an independent registered investment advisory firm based in Carlsbad, California, with over 30 years of experience in designing plans and strategies to manage and protect families, businesses, and prosperity. Led by CERTIFIED FINANCIAL PLANNER practitioner Shelley Lee Boyce, the firm offers personalized financial planning services to help clients achieve contentment and peace of mind.
Shelley Lee Boyce has been recognized as a Five Star Wealth Manager for multiple years, demonstrating her commitment to excellence in the financial planning industry. With a focus on client relationships and tailored solutions, Financial Planning Solutions, Inc. aims to guide individuals towards a secure financial future.
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