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Personalized Financial Planning Services

The result is advice custom tailored to help you achieve your financial goals and visions

Independent Financial and Investment Planning Professional

Discover how Clyde Financial Planning can help you achieve your financial goals and vision
Bob Clyde, CFP®

Bob Clyde is an hourly Fee-Only CERTIFIED FINANCIAL PLANNERTM professional. Bob is independent, has no company or product biases and only works for his clients.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Registered Investment Adviser

As an independent Registered Investment Advisor, Clyde Financial Planning always has a fiduciary duty to act in your best interest in all aspects of our financial relationship.

Clyde Financial Planning is registered in North Carolina as an investment advisor under the North Carolina Investment Advisers Act.