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.
- Member, First Affirmative Financial Network
- Member Progressive Asset Management Group
- Certified Financial PlannerTM
- 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.
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.
For recreation, I enjoy hiking, cross-country skiing, paddling and taking nature photographs in the Pacific Northwest. I live with my wife in Portland.
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.