J. Christopher  Boyd,  CFP<sup>&reg;</sup> - Financial Advisor

J. Christopher Boyd, CFP®

CASL®

Senior Vice-President, Financial Advisor

Wealth Enhancement Group

1575 Iyannough Road, Suite 1-A
Hyannis, MA 02601
FINANCIAL ADVISOR'S WEBSITE
(866) 771-8901
(508) 771-8900
CONNECT WITH J. Christopher
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General

J. Christopher Boyd is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wealth Enhancement Group in Hyannis, MA and the surrounding communities.

Financial Advisor Overview

Being fee-only & planning-based fiduciary enables us to work on "the same side of the table" as our clients. We help clients to plan for their financial security & portfolio design, always striving for incremental improvements in our process.

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Financial Advisor Experience

My team & I work with those intent on a secure retirement. I having served clients on their journey to and through retirement here on Cape Cod & throughout the country for well over 25 years. My career has evolved from being a captive Life Insurance Agent to a Registered Representative of a Broker-Dealer, to starting an independent Registered Investment Advisor firm, to now working with a top-quality national firm acting as a fiduciary assisting clients with a depth of resources to help them navigate various challenges throughout retirement.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CHARTERED ADVISOR FOR SENIOR LIVING (CASL®) Certified Elder Planning Specialist (CEPS)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Insurance, Retirement, Long-term Care, Sudden Wealth

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Helpful Financial Planning Resources