Chuck Clifton

About Chuck Clifton

I am an experienced financial adviser committed to making high-quality, fee-only…

Experience

1. Principal Financial Planner

   Sycamore Financial Planning, Llc

   Jan 2012 — Present · Raleigh-Durham, NC, US

   Chuck Clifton is the founder of Sycamore Financial Planning, LLC, a fee-only financial planning firm in Durham, NC. Chuck welcomes clients of all types to Sycamore Financial Planning, regardless of age, assets, or level of financial expertise. By providing comprehensive financial planning services on an hourly, as-needed basis, Chuck offers a unique and flexible approach to helping clients with their most important financial questions. As a client, you decide how much assistance you need – and when you need it. Chuck’s compensation comes directly from his clients, so his only responsibility is to his clients.

Education

• Virginia Tech

  Bachelor of Arts (B.A.), Economics

  1991 — 1996

• Campbell University

  Masters of Trust & Wealth Management

  2007 — 2008

• Virginia Tech

  Bachelor of Science (B.S.), Computer Science

  1991 — 1997

• The University of North Carolina at Chapel Hill

  Master of Business Administration (M.B.A.), Finance, Marketing, & Strategy

  2002 — 2004

Skills

• Powerpoint
• Asset Management
• Investments
• Microsoft Office
• Financial Planning
• Budgeting
• Financial Management
• Business Analysis
• Wealth Management
• Word
• Program Management
• Customer Relations
• Financial Modeling
• Process Improvement
• Financial Analysis
• Business Strategy
• Risk Management
• Excel
• Portfolio Management
• Compliance
• Operations Management
• Due Diligence
• Change Management