Alt_LinkedIn_Pic_Sept_4th
Jeffrey Stewart
Designation: CFP®, CRPC, CSLP®
Languages: English
Comprehensive planning and investment management with emphasis on sustainability and social responsibility. Our fiduciary practice is built to support your demanding lifestyle, combining innovative technology and adaptive planning techniques so you can continue to make your impact in the world.

Business Information

We offer comprehensive financial planning and investment management with emphasis on sustainability and social responsibility. If your goal is to make well-informed decisions, whether it be as a young family in your 30’s or preparing for retirement, we’ll be there every step of the way.

Our goal is simple; make the world a better place by providing comprehensive planning and sustainable investing to those who have a greater impact on humanity.

Our focus is to help you achieve financial freedom; we offer continuous financial planning, full transparency, and exceptional technology to support your experience. We focus on every aspect of your financial life, from employee benefits and tax efficiency to retirement planning and student loan management. Our investment strategies are based on your goals, investor psychology, existing holdings, tax bracket, and numerous other factors with a tilt towards supporting environmental, social, and governance issues.

Business name: Lucid Wealth Planning
Email: jeffrey@lucidwealthplanning.com
Business phone: +19194950936
Focus areas: Financial planning with emphasis on tax, retirement, cash flow, student loan, and sustainable investments
License: FINRA 5234577 / CFP 331833 / Insurance 0016409222
Other license: Financial planning with emphasis on tax, retirement, cash flow, student loan, and sustainable investments

Disclaimer

Lucid Wealth Planning LLC (“LWP”) is a registered investment advisor offering advisory services in the State(s) of North Carolina and in other jurisdictions where exempted. Follow-up or individualized responses to consumers in a particular state by LWP in the rendering of personalized investment or financial advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

Address

4242 Six Forks Rd, #1550
City: Raleigh
State: NC
Zipcode: 27609

Links

Not happy with the result?

The CSLP Program Renewal