Claywords: CFP, financial planning, retirement income, investment management, insurance planning, Cannon Financial Institute, American College of Financial Services

Jeff Boyd is a seasoned Certified Financial Planner™ and Investment Adviser Representative with a comprehensive background in financial planning, retirement income, investment management, and insurance planning. As the owner of Phase Four Financial Solutions in San Diego, Jeff leads a focused process to assist individuals going through significant transition events, including retirement, divorce, or death of a spouse or parent, through their financial and investment management decisions, while also emphasizing how those decisions connect with their goals and vision for the rest of their life.

Jeff holds a BA in Business/Communications from Calvin University and has studied at both the Cannon Financial Institute and the American College of Financial Services, where he completed the CFP Certification Curriculum. He also holds Series 6, 7, 63, and 66 licensing, as well as life, health, disability, and long-term care insurance licensing in California.