Financial Planning for Generation X & Y Women
  
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Wi$eUp Experts

Financial experts respond to questions from Gen X'ers registered for the Women's Bureau demonstration project. Representing a broad cross-section of financial expertise from across the United States, these professionals have volunteered their time and knowledge to support the Wi$eUp project.

On this page you'll find information about our Wi$eUp experts. You may also want to check out the Expert Q&A Archive where you will see experts' responses to specific questions.

Notice to our Experts: To update your biography and contact information, please send an email to: wiseupwomen@wiseupwomen.org

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Ben F. Boyd, Jr.
Financial Consultant
Ben F. Boyd Jr., MBA, & Associates

Areas of Expertise:

  • Budgeting
  • Debt management
  • Financial planning
  • Insurance
  • Interest rates
  • Investing
  • Life stage financial planning
  • Paying for college
  • Retirement savings
  • Savings accounts
  • long-term care
  • tax-deferred/free investments

Bio:

"Building Long-Term Partnerships to Develop Solutions that Meet
Each Customer's Unique and Ever-Changing Needs"

Industry Awards and Recognition

  • Master Gold Club Producer Award; Allianz Life Insurance (2002, 2003, 2004)
  • Recognized as one of the "100 Most Influential African-Americans in Kansas City", KC Globe (1993)
  • Client-builder of the Year; The New England Financial Services (1992)
  • Outstanding Young Man of America; U.S. Chamber of Commerce (1983)
  • Achiever in Business and Industry; Kansas City, Missouri Chapter, Southern Christian Leadership Conference (1982)
  • Featured in Black Enterprise Magazine for achievements in financial planning (1988)

Community Service & Contributions

  • Vice President, Olathe Branch NAACP (2003 – current)
  • Contributing Writer — Financial Planning; To His Glory Magazine (2002 – current)
  • Contributing Writer — Financial Planning; Career Focus Magazine (1991 – current)
  • Facilitator, Inroads/K.C., Inc. Student financial planning and investment workshop (1987 – current)
  • Vice President, UMKC Governing Board of Directors for the Alumni Assn. (1997 – 2003)
  • President, Kansas City Chapter Black Achiever's Society, 1992.
  • Member, Board of Trustees of St. James Paseo United Methodist Church (1991)
  • Member, Board of Directors – Truman Medical Center (1988-1996); Secretary of the Board (1990)
  • President, Henry W. Bloch SChool of Business and Public Administration Alumni Assn. (1987 – 1989)
  • Member, UMKC Governing Board of Directors for the Alumni Assn. (1987 – 1989)

Employment

1990-1994: New England Financial Services; Registered Representative
1983-1990: Merrill Lynch; Registered Representative
1972-1983: Amoco Oil Co.; Financial Coordinator
1971-1972: Equitable Life Insurance Co. of New York; Insurance Agent

Education

  • University of Missouri at Kansas City; Bachelor of Business Administration (1971)
  • Regis University, Denver, CO; Master of Business Administration: Finance and Accounting (1981)
 
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