Bryan Brumley, CFP®, AAMS, MBA, MA
Financial Planning and Investment Services for the Good of People and the Planet
Professional Focus and Services
I have developed a business
helping people set and meet their financial goals while aligning
their investments with their values. In particular, I cater to
socially and environmentally conscious clients, businesses and
organizations.
My goal is to build mutual trust with my clients by learning
their values, dreams and goals.
My clients appreciate my ability to take the mystery out of
financial planning and investing by providing clear explanations
geared to individual needs.
First consultations are
without fee or obligation. Depending on the needs of the client, we
can develop a financial relationship that is based on fees,
commissions, or a combination of the two.
At First Affirmative and
Progressive Asset Management, we design customized portfolios that
are tailored to realize clients' financial goals for education
funding, retirement planning, estate preservation, and endowment
growth and preservation. The portfolios are tailored to match
clients' personal values and social concerns, including promoting
fair trade and fair compensation, equal and just labor policies for
women and minority groups, clean air, alternative energy, water
preservation, organic farming, animal protection, and spreading
peace and slowing climate change.
Professional Affiliations
- Member, First Affirmative Financial Network
- Member Progressive Asset Management Group
- Certified Financial Planner ®
- Accredited Asset Management Specialist
Education and Experience
I began my career as a
journalist, covering upheavals in Iran, Poland the Soviet Union and
Bosnia, in addition to assignments in Tokyo, Washington, D.C., New
York and London. I directed The Associated Press's coverage of
martial law Poland and the collapse of The Soviet Union. During
those years, I became closely acquainted with individuals who
changed history through courageous actions. I was part of a team
that created the video division of The Associated Press in 1993 in
London, and won AP's Gramling Award for integrating the print,
photo and video divisions. I earned an MBA from the London Business
School in 2000, and settled in Oregon the following year with the
goal of using my background in journalism and business to help
individuals and organizations harness their investments to create
the future they envision. After six years at a conventional
financial services firm, I launched my own business in
collaboration with Celia Mueller, CFP ®, and joined First
Affirmative Financial Network and the Progressive Asset Management
Group.
In addition to the MBA, I have a BA in history from the
University of Texas in Austin and a MA in Russian Area Studies from
Georgetown University. I was a Knight Fellow at Stanford University
1993-94.
Community Involvement
I have been involved in
environmental work for many years. I helped establish the
environmental studies program at Hampshire College and reported on
ecological issues from around the globe. Since settling in
Portland, Oregon, in 2001, I have been engaged in local green
movements, helping start Sustainable Southeast in my neighborhood
and maintaining the Community for Earth website for the First
Unitarian Church. I also am a board member and past president of
Open Oregon, a freedom of information coalition, and secretary of
the SE Portland Rotary Club.
Personal Notes
For recreation, I enjoy
hiking, cross-country skiing, paddling and taking nature
photographs in the Pacific Northwest. I live with my wife in
Portland.
Disclaimer
Registered Representative of and
Securities offered through Securities America Member
FINRA/SIPC.
Member Progressive Asset Management. Socially &
Environmentally Responsible Investment Strategies Since 1987.
Securities offered through Securities America, Inc., Member
FINRA/SIPC and Advisory Services offered through Securities America
Advisors, Inc. Progressive Asset Management and Securities America
are separate entities.
Serving clients in Oregon,
Washington & California. Consultant Health, Consultant Life,
Agent Life, Health & Variable Annuity license in Oregon; Agent
Life and Disability license held in Washington.
Bryan Brumley subscribes to a package of professional services
offered by First Affirmative Financial Network, LLC. He is not an investment advisor
representative of First Affirmative. First Affirmative is not an
affiliate or subsidiary of Securities America or Progressive Asset
Management. First Affirmative Financial Network is a Registered
Investment Advisor (SEC File #801-56587).
The credential CFP® listed
above bears trademarks.