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Chuck Clifton (CDFA, CFP®, MBA)

Chuck Clifton focuses in the
following client markets or areas of practice:

  • Divorce Planning
  • Federal Employees
  • Hourly
  • LGBT Couples and Families
  • Middle Income Client Needs
  • Special Needs Planning

Planning Specialties

  • Investment Portfolio Design & Maintenance
  • Retirement Planning Strategies
  • Budgeting & Debt Management
  • Divorce Financial Planning
  • College Funding Advice
  • Insurance Planning
  • Estate Planning
  • Second Opinions

NAPFA Start Date

April 19, 2013

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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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Visit Website 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

1005 Slater Road, Ste 320 Durham, NC 27703-8471 Phone: (919) 213-1737 Fax: (919) 883-4833
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Other Offices

4530 Park Road, Suite 108 Charlotte, NC 28209 Phone: (980) 272-7676
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