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Lisa Junghahn (CFP®, JD, MA)

Lisa Junghahn focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Estate & Generational Planning Issues
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • High Net Worth Client Needs

Planning Specialties

At Cycle Financial Planning, we make sure you feel comfortable when it comes to sharing your story and brainstorming options. We respect your time, which means we work efficiently and find the clearest path for putting your plan into action.

Additional Information

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 pay off that mortgage while saving for their retirement, kids’ education, and dreams.

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.

NAPFA Start Date

January 04, 2024

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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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Download vCard
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
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