Lisa Junghahn
Cycle Financial Planning · Santa Monica, California
Lisa Junghahn is a fee-only financial advisor at Cycle Financial Planning in Santa Monica, California, who holds the CFP, JD and MA credentials. Cycle Financial Planning reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Cycle Financial Planning |
|---|---|
| Based in | Santa Monica, California |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Credentials | CFP · JD · MA |
| SEC registration | Investment adviser representative in CA, NY · CRD 4489678 |
| Exams passed | Series 63 (2002) · Series 65 (2021) |
| Firm size | 1 employee |
| Disclosures | None reported |
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Questions about Lisa
Is Lisa Junghahn a fee-only financial advisor?
Yes. Lisa Junghahn is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Lisa's firm.
How does Lisa charge for financial advice?
Lisa's firm, Cycle Financial Planning, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Lisa Junghahn based?
Lisa Junghahn is based in Santa Monica, California.
What credentials does Lisa Junghahn hold?
Lisa Junghahn holds the CFP, JD and MA credentials.
Is Lisa Junghahn registered with the SEC?
Yes. Lisa Junghahn is registered as an investment adviser representative in CA and NY (CRD 4489678), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How do I contact Lisa Junghahn?
Contact details aren't on file yet. Search for Cycle Financial Planning.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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