Chuck Clifton, CFP®, CDFA®

Position: Financial Specialist


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.

Chuck enjoys engaging with his local community through involvement with civic commissions, community non-profits, and mission work through his church.  He is deeply committed to social and economic justice issues, with particular emphasis on alleviating poverty, hunger, and food injustices.


Master of Trust & Wealth Management, Campbell University
Master of Business Administration, University of North Carolina at Chapel Hill
Bachelor of Science, Computer Science, Virginia Tech
Bachelor of Arts, Economics, Virginia Tech

No Responses