Shayne Boles, Wealth Advisor at Basepoint Wealth, has earned his CERTIFIED FINANCIAL PLANNER (CFP) certification. A CFP meets a standard of excellence for financial planners, requiring rigorous education, passing a comprehensive exam, demonstrating significant experience, and adhering to strict ethical standards set by the CFP Board. It signifies a planner is trained and experienced to provide holistic financial advice, always putting clients’ best interests first.
Shayne, a Quad Cities native, makes complex financial topics easy to understand and takes pride in helping people make confident, informed decisions.