Celia Mueller, CFP

Certified Financial Planner™

Professional Focus and Services

My company, located in Portland, Oregon was founded to provide financial services to individuals, families, and small businesses that want personalized, friendly expertise and service.
I bring a unique blend of strengths to the field of financial services with my expertise in socially responsible financial planning and client centered planning. Offering a full range of financial products and services, I believe financial planning should be a top priority for individuals, families and small businesses.

 

Areas of Speciality

Socially Responsible Investing

I help interested clients link their financial goals with their personal and social core values and goals. This is often referred to as stewardship investing or socially responsible investing and planning.

Client-Centered Planning

By providing information about investments and planning opportunities, I help clients make informed choices. Many of my clients appreciate the educational aspects of my services. I am committed to the mission of helping clients achieve their financial planning and stewardship objectives while delivering a high level of client service.

Planning

This area includes financial planning, retirement planning, and estate conservation.

By regarding financial planning as complex and confusing, people often miss out on potentially rewarding financial opportunities. They also take unnecessary risks and fail to adequately protect their assets.

That's where I can help. My goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. By helping you acquire the information you need to pursue your financial objectives and core values, I establish long and trusted relationships with my clients. I use proven methods to help clients identify their values and financial priorities and stay on track.

Small Business Expertise

Expertise regarding the various retirement plans and other programs that strengthen small businesses and make them attractive to employees.

Initial Consulation

My initial consultation with clients is without fee or obligation. Depending on suitability, we will develop an ongoing working relationship together on a fee basis, a commission basis or a combination of the two. 

Professional Affiliations

  • Progressive Asset Management
  • First Affirmative Financial Network, LLC, Third Party Money Manager
  • Investment Advisor Representative, Securities America Advisors, Inc. and Arbor Point Advisors, LLC
  • US SIF: The Forum for Sustainable and Responsible Investment
  • Green America Green Business Network
  • Financial Planning Association

Education and Experience

Serving clients since 1995, I am a CERTIFIED FINANCIAL PLANNER™ licensee providing fee-based accounts and services in all states in which Securities America is registered hold Series 6, 7, 63 & 65 securities licenses. I hold a Consultant Life, Agent Life, Health & Variable Annuity license in Oregon; Agent Life and Disability license held in Washington.

  • Bachelor's degree, Westmont College, 1972
  • Master's degree, Princeton Theological Seminary, 1976
  • Certified Financial Planner™ designation, 2000
Disclaimer
 
Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory Services offered through Securities America Advisors, Inc. and Arbor Point Advisors. Progressive Asset Management, Securities America and Arbor Point Advisors 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.
 
Celia Mueller subscribes to a package of professional services offered by First Affirmative Financial Network, LLC. She is not an investment advisor representative of First Affirmative. First Affirmative is not an affiliate or subsidiary of Securities America Companies, Arbor Point Advisors, or Progressive Asset Management. First Affirmative Financial Network is an independent Registered Investment Advisor (SEC File #801-56587).
 
The credential CFP® listed above bears trademarks.