Jim Boyd, CFP® in

Jim Boyd, CFP®

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Partner/Wealth Management Advisor at Cane Financial Group, Inc.
📍 Horsham, Pennsylvania, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
25 Years
Current Role
Partner/Wealth Management Advisor
Job Level
Leadership
Location
Horsham, Pennsylvania, United States
Personality Overview

How Jim shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Jim cares about

Strategic Priorities
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Career

Work history

9-2021
Partner/Wealth Management Advisor
Cane Financial Group, Inc.
9-2021
Founder | Wealth Manager
Boyd Wealth Strategies
9-2021
Financial Advisor
MassMutual Eastern Pennsylvania
4-2010 - 9-2021
Managing Director
First Financial Group
9-2002 - 3-2010
Certified Financial Planner
Karr Barth Associates
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1995 - 1999
Bachelor of Science - BS from the Smeal College of Business
Penn State University
1991 - 1995
Education details unavailable
High school
CFP
Certified Financial Planner Board of Standards
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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