Jeffrey Stewart (CFP®, CRPC®)

Jeffrey Stewart focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Socially Responsible Investments
  • Tax Planning

Additional Information

I am the founder of Lucid Wealth Planning LLC, a firm created to improve the world by helping clients make better, and more well-informed, financial decisions in both their daily lives as well as long-term plans. 

My education includes a BSB degree in Finance, where academic principals such as research and evaluation, finance for decision making, and investment management were emphasized as part of the core curriculum. I later enrolled in the College for Financial Planning where I continued my education for several years to acquire the rigorous designations:

  • Certified Financial Planner™ (CFP®), and
  • Chartered Retirement Planning Counselor (CRPC®)

I have completed over 700 comprehensive financial plans for individuals and families since joining the industry in 2006. Given my natural desire for self-improvement, I continued to enhance my knowledge base by receiving training in specialized areas such as student loan analysis, estate planning, tax planning and efficiency, and strategic investment management.

As a financial planner, my main goal is to help you make well-informed decisions on all financial matters, not just what types of investments are right for you. I will always listen to your concerns, devise the best strategy, including benefits, risks, and tax issues, and treat your financial goals with the same care and interest that I devote to my own. I look forward to being your trusted advisor and expert resource as you build a secure, and confident, financial life.

NAPFA Start Date

September 10, 2019

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This Office

740 Rockville Rd Wake Forest, NC 27587-2462 Phone: (919) 495-0936