Chuck Clifton, CFP<sup>&reg;</sup> - Financial Advisor

Chuck Clifton, CFP®

CDFA®

Senior Financial Planner

Sycamore Financial Planning, LLC

1005 Slater Road, Suite 320
Durham, NC 27703
FINANCIAL ADVISOR'S WEBSITE
(919) 213-1737 CONNECT WITH Chuck
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General

Chuck Clifton is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Sycamore Financial Planning, LLC in Durham, NC and the surrounding communities.

Financial Advisor Overview

Sycamore Financial Planning was founded in 2011 with a guiding vision to make holistic, objective financial advice available to everyone. To make this vision a reality, the firm adopted an hourly financial planning model that required no minimum asset level or fees for its clients. Our first location was in the Durham / Raleigh / Chapel Hill area, and in 2013 we opened our Charlotte location.

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Financial Advisor Experience

Chuck is a CERTIFIED FINANCIAL PLANNER™ and a Certified Divorce Financial Analyst®, as well as the founder of Sycamore Financial Planning, LLC, a Fee-Only financial planning firm headquartered in Durham, NC. Chuck has been a part of the financial services industry since 2008, when he joined a local investment advisory firm in the roles of financial analyst, research analyst, and Chief Compliance Officer. Prior to this, Chuck worked for IBM for 10 years as a software engineer, project manager, and financial operations manager.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Divorce Financial Analyst (CDFA®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Getting Divorced, Mutual Funds, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Nontraditional Households, Special Needs

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Helpful Financial Planning Resources