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

This Office

525 N Tryon St Ste 1600 Charlotte, NC 28202-0213 Phone: (980) 272-7676

Other Offices

1005 Slater Road, Ste 220 Durham, NC 27703-8471 Phone: (919) 213-1737 Fax: (919) 883-4833