Lisa A. Junghahn, CFP^®

Financial Planner

Cycle Financial Planning

1253 11th St, Unit 3
Santa Monica, CA 90401-2050

FINANCIAL ADVISOR'S WEBSITE

http://cyclefinancialplanning.com/

(856) 655-4552 CONNECT WITH Lisa

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Cycle Financial operates under a flat fee arrangement. We do not manage your money, but will give you guidance for establishing and managing your own accounts.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

Cycle Financial Planning

Brochures

Part 2A of Form ADV

Part 2B of Form ADV

General

Lisa Junghahn is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cycle Financial Planning in Santa Monica, CA and the surrounding communities.

Financial Advisor Overview

At Cycle Financial Planning, we work with busy professionals to help them efficiently reach their goals. We collaborate with you to develop an unbiased plan to streamline your money in and out, implement a low-cost investment strategy, and ensure you are relying on all options when it comes to tax planning, employee benefits, and charitable giving. Together, we’ll make sure you are on track to retire with confidence while saving for your kids’ education and paying your mortgage.

Financial Advisor Experience

Lisa is a Certified Financial Planner™ professional and a Registered Investment Advisor. She started Cycle Financial Planning to help others gain a sense of clarity when it comes to making sure they are on track to achieve their goals. Her passion for financial planning started more than two decades ago when she moved to New York City after the Peace Corps to live with her then-girlfriend (now wife) with only $900 and massive student loans. She took a well-paying job as an equity analyst at an investment bank where she learned a ton about market risk and communicating with smart people. She also became the friend who encouraged everyone to put money into that retirement fund at work and helped out at tax time. After careers in law and teaching, she is again that friend.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Admitted to Bar

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Estate Planning, Employee Benefits, Getting Married, Mutual Funds, Real Estate, Insurance, Stocks & Bonds, Startup, Starting a Family, Long-term Care, Sudden Wealth, Nontraditional Households, Personal Taxes, Women's Finances

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Cycle Financial operates under a flat fee arrangement. We do not manage your money, but will give you guidance for establishing and managing your own accounts.