Chuck Clifton, a CERTIFIED FINANCIAL PLANNER™, is the founder of Sycamore Financial Planning, LLC, a Fee-Only financial planning firm headquartered in Durham, NC. Chuck has been a part of the financial services industry since 2008, when he joined 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 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.
Chuck has completed education in the areas of business, finance, and technology:
Master of Trust & Wealth Management, Campbell University
Master of Business Administration, University of North Carolina at Chapel Hill
Bachelor of Science, Computer Science, Virginia Tech
Bachelor of Arts, Economics, Virginia Tech
Contact Chuck for a complimentary, no obligation initial consultation.
Josh Holland joined Sycamore Financial Planning in September 2015 as an Assistant Financial Planner. Josh has been a part of the financial services industry since 2013 when he joined Fidelity Investments as a customer service representative with the Workplace Investment team. While at Fidelity, Josh expanded his role on the Workplace Investment team by providing investment and retirement guidance to Fidelity 401(k) participants. Prior to working at Fidelity, Josh worked as an operations analyst for Credit Suisse for 6 years.
In his free time, Josh enjoys spending time with friends and family while staying active by playing basketball and hiking with his dog Gabriel. He also enjoys volunteering for causes such as Habitat for Humanity and the Food Bank of Central & Eastern NC.
Josh has completed education in the areas of business and finance:
Bachelor of Science, Business Management, North Carolina State University
Executive Certificate in Financial Planning, Duke University