Payton Toshio Boyea

Current Employers

Employment History

• 09/2015 → 09/2018
  Thrivent Investment Management Inc
  Citrus Heights, CA
• 03/2016 → 09/2018
  Thrivent Financial
  Appleton, WI
• 09/2018 → Present
  Berthel Fisher & Company Financial Services, Inc.
  Elk Grove, CA
• 10/2023 → Present
  Bfc Planning, Inc.
  Elk Grove, CA

Other Businesses

1.Payton Boyea Insurance-N-Elk Grove, CA-Insurance Sales-Agent-09/2018-40-40-Sale of Long Term Care, Life & Health, Disability Income insurance. 2.Holmes Financial-N-Sacramento, CA-Sale of Investment Products-Registered Representative-09/2018-160-160-Financial advisor duties including gathering assets and investing according to the clients goals, risk tolerance and time horizon. 3.Holmes Financial-N-Sacramento, CA-Insurance Sales-Financial Advisor-03/2019-8-8-Recommend Long-Term Care insurance to suitable clients. 4.Door Dash-N-Sacramento, CA-Deliver Meals-Delivery Driver-08/2020-20-0-Pickup meals from restaurants and deliver to customers. 5. Fitness and Finance- N- Sacramento, CA- Instructor- 04/2023- 20- 0- Coaching strength and conditioning along with budgeting and savings techniques. 6. Fundamentals of Finance- N- Sacratmento, CA- Instructor- 06/2023- 8- 0- Presenting a curriculum for high school-aged students that covers good financial habits and financial literacy. 7. Boyea Financial- Y- Elk Grove, CA- President- 11/2023- 60- 5- Financial planning and investment advisory business. 8. Strategic Thinking Investors Club- N- Elk Grove, CA- 08/2024- 10- 0- Investing in real estate properties, repairing them, and flipping them.

Exams

• S66 Uniform Combined State Law Examination
  2020-07-29
• S63 Uniform Securities Agent State Law Examination
  2015-12-23