Professional Focus and Services

Introduction & Philosophy
I help socially and environmentally conscious investors define and achieve their highest goals. I enjoy working with creative, thoughtful, and intentional people who ask “the big questions” and lead interesting lives. I help them to secure their financial future and make a positive impact with their money on their community and the world.

Approach
My approach to financial and life planning and asset management focuses first on client needs and values. With this solid foundation, I then craft, implement, and monitor strategic action plans to help them achieve their goals. Helping clients accomplish what is truly important to them is highly energizing and rewarding, but also challenging. I feel that developing collaborative long-term client relationships is the key to success.

Services
I offer four main services.

• Financial/Life Planning
• Retirement Planning
• Socially Responsible Investment Management
• Mission-related Investment Consulting Services for Non-Profits, Endowments and Foundations

Additionally, I teach socially responsible investing workshops and offer social and environmental screening of investments.

Professional Affiliations

• Selling Group Member, First Affirmative Financial Network
• Member, Social Investment Forum (since 1998)
• Member, Co-op America Green Business Network
• Founding President, Northeast NY Chapter, Financial Planning Association
• Past President, Capital District Chapter, International Association for Financial Planning

Education and Experience

• BA, SUNY Albany, 1985
• CERTIFIED FINANCIAL PLANNER™ designation, 1991
• Accredited Investment Fiduciary® designation, 2004
• FINRA Series 6, 62, and 63 licensed, 1986
• New York State Life, Disability & Health Insurance licensed, 1987
• Investment Adviser Representative, Cornerstone Financial Advisors
• Registered Representative, Cadaret, Grant & Co., Inc.

Community Involvement

• Board of Directors, Finance Committee, Capital District Community Loan Fund
• Past Treasurer, Center for Donation & Transplant
• Board of Trustees, Finance Committee Chair, Galway Public Library
• Finance Committee Chair, Unitarian Universalist Congregation of Saratoga Springs

Disclaimer
Registered Representative with and securities offered through Cadaret, Grant & Co., Inc., Member FINRA, SIPC
Harry Moran subscribes to a package of professional services offered by First Affirmative Financial Network, LLC. He is not an investment advisory representative of First Affirmative.

*Cornerstone Financial Advisors is a New York State Registered Investment Advisor (RIA), not an SEC RIA. Cornerstone does not give tax or legal advice. First Affirmative and Cornerstone are not affiliates or subsidiaries of Cadaret, Grant & Co., Inc. Member FINRA SIPC.Back to Top

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