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Boyd L. Sorem, CFS™, RICP®

Boyd L. Sorem, CFS™, RICP®

LPL Financial Advisor

480-788-0865

bsorem@wealthcgaz.com

Boyd joined Wealth Consulting Group in 2024, bringing over 20 years of experience in the financial services industry. Prior to his role at WCG, he consulted with advisors nationwide, focusing on strategies seeking to protect clients' assets and plan for retirement income. Throughout his career, Boyd has gained invaluable insights from some of the industry’s leading financial professionals, further igniting his passion for helping individuals pursue their financial goals.

After relocating to Scottsdale in 2016, Boyd began working with WCG as a consultant, assisting the team in planning for clients nearing retirement and addressing their income needs. He quickly recognized that WCG was the ideal environment for him to pursue his passion for working directly with clients. Following years of discussions, he was thrilled to officially formalize his partnership with WCG in 2024.

Boyd and his wife, Katie, are proud parents of three children who love exploring the outdoors and playing sports together as a family. Boyd actively coaches his kids in athletics, fostering their passion for sports while instilling the values of hard work and dedication. Although they currently reside in Arizona, they frequently return to Boyd’s home state of Colorado to spend time with friends and enjoy camping with Grammy and Grampy. In his free time, you might find Boyd on the golf course, sharing a round with clients and friends.


RICP conferred by The American College of Financial Services