Certified Financial Planner™, Accredited Investment Fiduciary™
Portfolio Resources Advisor Group, Inc.
Helping Socially Conscious Investors Define & Achieve Their Highest Goals
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.
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.
I offer four main services:
Additionally, I teach socially responsible investing workshops and offer social and environmental screening of investments.
Securities offered through Portfolio Resources Group, Inc. Member FINRA, SIPC, MSRB, FSI. Harry Moran subscribes to a package of professional services offered by First Affirmative Financial Network, LLC and is not an investment advisor representative of First Affirmative.
First Affirmative Financial Network is an independent Registered Investment Advisor (SEC File #801-56587).
The credentials CFP® and AIF® listed above bear trademarks.
©2018 FOLIOfn, Inc. All rights reserved. Discretionary investment advisory and model management services are provided by First Affirmative Financial Network, LLC, a registered investment advisor (SEC# 801-56587) that specializes in sustainable, responsible, impact investing.