Sally Boyle

Home > Financial Advisor Directory > new hampshire > hanover

About Sally Boyle

For 30 years, Sally has been working with individuals and business owners, providing financial planning and business succession advice.In 2010, Sally earned the esteemed Certified Financial Planner designation issued by the Certified Financial Planner Board of Standards, Sally is also well-versed in how real life can impact wealth planning. Once upon a time, she found herself in a protracted, 3-year-long litigated divorce. Since then, Sally has devoted herself to a holistic approach to financial management. A portion of her time as an advisor is dedicated to working with the financial side of divorce for couples who want to collaborate in the transition and come out ahead. She does this as a Certified Divorce Financial Planner at The Better Half. www.betterhalfdivorcefinancial.com

See Disclosures

General Information

Firm Start Year

2015

No. of Employees

CRD#

1026790

Firm CRD#

174158

Name of Custodial Firm

TD Ameritrade

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Principal SJ Boyle Wealth Planning LLC January 2011 to Present

Principal Adviser with 37 years experience in formal fee based financial planning. My work addresses income tax and investment planning, fringe benefit planning, retirement planning and personal estate planning. SJ Boyle Wealth Planning is a Registered Investment Advisor with the State of New Hampshire offering fee based financial planning services and investment management services. Custodial services are offered through TD Ameritrade.

Financial Advisor October 2007- December 2010 Morgan Stanley Smith Barney

Working at Smith Barney was an excellent introduction to the investment world. Smith Barney's focus was the client.

Financial Advisor June 2004- September 2007 Chittenden Securities

Financial Adviser January 1983- July 1994 Cigna Individual Financial Services

"Serve First and the pay will take care of itself." I've never forgotten their motto. I provided fee based planning to individual business owners and key executives concerning their personal estate and business succession planning. Executive benefits was a sub specialty.

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Financial Planning for Businesses, Financial Planning for Individuals, Financial Advice & Consulting, Investment Advice & Management, Education Funding and Planning, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, ChFC^®, CLU^®, CDFA^®

Securities Licenses

Series 6, Series 7, Series 22, Series 63, Series 66

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

$30,000,000

Advisor's Number of Clients

Advisor's Number of Planning Clients

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500,000

Education

BSBA - Business Administration

West Virginia University
091972 -061976

CFP Designation - Financial Planning

A Kaplan Company
2011 -2012

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

https://adviserinfo.sec.gov/firm/summary/174158

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1889973/paladinregistry-SJ-Boyle-Wealth-Planning-LLC-detailed-disclosure.html

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Paladin Research Report For:

SJ Boyle Wealth Planning LLC