Evelyn Boes

President at Money Concepts

Evelyn Boes has a diverse work experience spanning several decades. Evelyn began their career in 1968 as an Assistant Accountant at Baker Furniture, where they worked until 1972. Evelyn then moved on to Steelcase, where they served as a Budget and Forecasting professional from 1972 to 1976. In 1980, Evelyn established their own business, Boes Financial Center, where they held the position of President. Evelyn specialized in financial consulting and held several licenses for investments, life insurance, health insurance, and variable annuities. In 2002, Evelyn became the President of Money Concepts, focusing on retirement income planning, tax planning, asset accumulation and protection, insurance, and investment management. Evelyn was also actively involved in the Coopersville Chamber of Commerce as a Board Member from 2009 to 2015.

Evelyn Boes attended Davenport University from 1964 to 1967, where they earned an Associates degree in Business Administration. Prior to that, they completed their high school education at St. Joseph High School. In addition to their formal education, Evelyn Boes has obtained various certifications including Accredited Business Accountant from the American Council of Accountancy and Taxation, Certified Income Specialist from the Institute of Business and Finance, and Registered Financial Consultant from the International Association of Registered Financial Consultants. The specific dates of when they obtained these certifications are not provided.

Location

San Francisco, United States

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Money Concepts

Money Concepts is an independent broker-dealer founded on the principle of true ownership. Since 1979 we’ve formed a network of wealth management franchises (no franchise fee) for advisor, tax pro or financial institution. Independently owned franchises allow advisors to apply "Best Practices"​ to build their business their way. Privately held we are not influenced by product providers. Advisors choose non-proprietary products on a fee and commission basis without quotas or hidden fees. Focused only on advisors, we serve as their business partner. Visit www.moneyconcepts.com Disclaimer: Money Concepts is not affiliated with LinkedIn, Inc. or LinkedIn, Inc. services. Money Concepts does not expressly or implicitly adopt or endorse expressions, opinions or content posted by fans or third-parties on LinkedIn pages. Money Concepts does not adopt or endorse products, services, advertisements, recommendations or statements and does not control, serve, adopt or endorse advertising, messages or content LinkedIn may publish or that may appear on LinkedIn or LinkedIn-affiliated sites. No part of this page is intended to make recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice. This Page is intended for US persons only. Non-Money Concepts URLs or external websites mentioned herein are unaffiliated with Money Concepts. Money Concepts has not been involved in the preparation of the content of any unaffiliated site and does not guarantee or assume any responsibility for its content. Third party marks appearing herein are the property of their respective owners. Guarantees are subject to the claims-paying ability of the issuing insurance company. Please remember investing involves risks, and the value of your investment will fluctuate over time and you may gain or lose money. All Securities Offered Through Money Concepts Capital Corp. Member FINRA /SIPC ©2014 Money Concepts