Nov 16, 2020
My guest is Jeff Boyd with Phase Four Financial Solutions. Jeff has had a passion for personal financial planning since college and has been involved in the profession since moving to San Diego from Michigan in 1998. He is a CFP® (Certified Financial Planner) in central San Diego.
Jeff is a Registered Representative offering securities & advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer & investment advisor. Member FINRA/SIPC. Phase Four Financial Solutions & IFG are unaffiliated entities.
The information provided here is intended to be educational and opinions presented are for general information only and are not intended to provide specific advice or recommendations for any individual.
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