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    Charles Randall Clifton, CFP®


    Sycamore Financial Planning, LLC

    1005 Slater RD Ste 320
    Durham, NC 27703-8471
    View on Map (919) 213-1737

    525 N Tryon St Ste 1600
    Charlotte, NC 28202-0213
    View on Map (980) 272-7676

    Year CFP® Certification Received: 2013
    CFP Board Disciplinary History: No
    Bankruptcy Disclosure in Last 10 Years: No

    Compensation Method: Fee Only
    Minimum Investable Assets: $0
    Languages: English
    Specialties: Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning, Government and Military, Investment Management

    Typical Client Profile

    Average Net Worth: $1,000,001 - $5,000,000
    Average Income: $100,001 - $250,000
    Average Age: 24 or younger, 45-54, Generation Y, 35-44, 65-74, Generation X, Baby Boomers, 25-34, 55-64, 75 or older, Millennial Generation
    Profession: Service Professionals

    CFP Board verifies that this individual currently holds CFP® certification. If your search brings up information for an individual who has been disciplined publicly by CFP Board or who has made a bankruptcy disclosure within the last ten years, specific information about those incidents will be provided below. All other information on this page is provided by the CFP® professional and has not been verified by CFP Board. CFP Board is not responsible for the accuracy of such information.

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