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Get to know

Your Financial Planning Practitioner

Jeff Stewart, CFP®, CRPC® Photo

Jeff Stewart, CFP®, CRPC®

Founder

Phone: (919) 495-0936
Email: jeffrey@lucidwealthplanning.com

I founded Lucid Wealth Planning ("LWP") expand the positive impact in the lives of those who have committed themselves to improving the lives of others. LWP does this by helping clients make better, and more well-informed, financial decisions in both their daily lives as well as long-term plans. We believe our impact provides added security, confidence, and overall joy in the lives of our clients. Given our focus on clients that strive to improve the world around them, such as Health Care Professionals and Academic professors, we anticipate the ripple effect of betterment to be limitless.

Education:

Experience:

The completion of over 700 comprehensive financial plans for individuals and families since joining the industry in 2006. This includes specialized areas such as student loan analysis, estate planning, tax planning, portfolio management, and cash flow strategizing (to name a few). 

Affiliated organizations:

  • NAPFA-Registered Financial Advisor: The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. 
  • The Financial Planning Association® (FPA®): FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
  • XY Planning Network: The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. 

Here are a few facts about my financial life experience, examples that may resonate with your own personal story:

  • I have a passion for the profession I’ve chosen. I realize that money isn’t everything, but neither is health or education on its own. It’s the combination of these three areas that determine the overall experience one has in life. I chose financial planning, whereas your passion may have resulted in health or academic professions. 
  • I paid for college myself, graduating with nearly $100,000 in debt between student loans, private loans, and credit card debt. Hard work, discipline, and strategic planning allowed us to eliminate our debt and grow our net worth substantially in less than 10 year.
  • My wife and I paid for our own wedding, the down payment on our home, and virtually every other expense we’ve incurred. Neither of us came from wealth; being responsible with our savings and spending habits quickly became a focal point in our relationship.
  • We have two incredible children, our son Kayden was born in July 2013 and our daughter Avery was born in January 2019. We have successfully worked through increased medical costs, college savings and private school expenses, and increased cost of living to ensure the little ones gain the experience necessary to appreciate all that life offers.
  • I'm a family man. I have dedicated nearly 115,000 hours to being a husband, and have 52,000 hours experience in raising a family (and counting!).
  • I love to volunteer. I am actively engaged in Activate Good, Junior Achievement of Eastern North Carolina, Family Reach, as well the Wake Forest Chamber of Commerce.

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'll always listen to your concerns, devise the best strategy, 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.

Additional Licenses

  • Life, Health and Variable Annuity

Note: I do not sell insurance, nor do I sell any financial products. This license is to ensure I maintain the educational background necessary to help you make smart decisions around protecting you and your family.

Interested In Knowing More About Jeff?

Schedule a Time To Talk