Jaime  Boyles,  CFP<sup>&reg;</sup> - Financial Advisor

Jaime Boyles, CFP®

Senior Financial Planner

Lee Financial Corporation

8350 N Central Expy, Ste 1800
Dallas, TX 75206
(972) 960-1001

General

Jaime Boyles is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Lee Financial Corporation in Dallas, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Buying a Home, Charitable & Planned Giving, Career Change, Estate Planning, Getting Divorced, Irregular Income, Getting Married, Job Loss, Insurance, Minority Financing, Life Planning, Retirement, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances

More

Helpful Financial Planning Resources