525 N. Tryon Street | Suite 1600
Charlotte NC 28202

Chuck Clifton

Sycamore Financial Planning

Chuck is a CERTIFIED FINANCIAL PLANNER™ and a Certified Divorce Financial Analyst®, as well as the founder of Sycamore Financial Planning, LLC, a fee-only financial planning firm with offices in Charlotte and Durham North Carolina.

Chuck’s divorce financial planning services are designed to support you throughout your divorce in three phases:  pre-divorce planning, negotiation support, and post-divorce planning.  Chuck will work collaboratively with your other divorce professionals throughout all three phases, and offers a free initial consultation during which we can discuss where you are in the divorce process and where he thinks you can most benefit from his services.  At that time, he will provide an estimate for the cost of the services.

Chuck founded Sycamore in 2011 after spending three years at a local investment advisory firm in the roles of financial analyst, research analyst, and Chief Compliance Officer.  Prior to this, Chuck worked for IBM for 10 years as a software engineer, project manager, and financial operations manager.  Chuck completed a Masters in Trust & Wealth Management (Campbell University) an MBA (UNC-Chapel Hill) and two bachelors degrees from Virginia Tech (Economics & Computer Science).

Chuck enjoys engaging with his local community through involvement with civic commissions, community non-profits, and mission work through his church.  He is deeply committed to social and economic justice issues, with particular emphasis on alleviating poverty, hunger, and food injustices.

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