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Jeffrey Stewart (CFP®, CRPC®)

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

  • Charitable Giving
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • High Net Worth Client Needs
  • Hourly
  • Investment Advice with Ongoing Management

Planning Specialties

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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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

1780 Heritage Center Dr Ste. 201 Wake Forest, NC 27587 Phone: (919) 495-0936
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