# Awaken Financial Designs

Awaken Financial Designs is an Asset Manager based in Cary.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Cary
- **Assets under management:** Undisclosed
- **Website:** https://awakenfinancialdesigns.com
- **LinkedIn:** https://www.linkedin.com/company/davidlundbergadvisor

## Regulatory record

- **CRD number:** 339725
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/339725

## About

Awaken Financial Designs is an independent flat-fee fiduciary firm that helps couples discover when they can retire and what tax strategies to consider in retirement. The firm uses visual planning tools for retirement income, taxes, Roth IRA conversions, Social Security timing, and related decisions, with no AUM fees. It is veteran and woman owned, headquartered in NC and AZ, and serves clients virtually nationwide.

## People

- David Lundberg — Co-Founder, Flat Fee Fiduciary Financial Planner
- Ashley Lundberg — Co-Founder, Financial Educator and Wellness Guide
- David Lundberg — MBA, MSCJ, Founder, Financial Planner

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Last updated: 2026-08-11T15:06:13.093Z

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