Jeff Boyd

I have had a passion for personal financial planning since college and have been involved in the profession since moving to San Diego from Michigan in 1998. I have been the Endorsed Local Provider (ELP) & SmartVestor Pro for Investment Planning and Long-Term Care insurance for the Dave Ramsey Show in San Diego since 2004. I achieved my CFP® (Certified Financial Planner) designation in 2009. I bring a wide range of experience for a variety of planning needs, but place a primary focus on creating income plans for individuals approaching & in Phase 4 (Retirement) and working with entrepreneurs and other clients who have big goals they want to accomplish in life. My passion is to encourage my clients to plan & pursue life in such a way that they can live with no regrets.

Outside of the office I love to spend time with my wife, Elizabeth, and our amazing kids, Joshua and Leilani. I am active in both playing and coaching a variety of sports, very connected with my church, and love to travel.


Comments are closed.