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Cycle Financial Planning

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 reach your goals, like retiring with confidence or saving for your kids’ education, while living according to your values.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Lisa Junghahn, CFP®, JD, MA
NAPFA-Registered Financial Advisor
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

1253 Eleventh Street Santa Monica, CA 90401 Phone: (856) 655-4552

Primary Office

1253 Eleventh Street Santa Monica, CA 90401 Phone: (856) 655-4552