Video: Goal Planning
BY HARRY MORAN, CFP®, AIF®, CeFT®
Certified Financial Planner™
Accredited Investment Fiduciary®
Certified Financial Transitionist (CeFT®)
Owner/Founder of Sustainable Wealth Advisors
Founding Member of Sustainable Advisors Alliance, LLC
Harry Moran helps socially conscious investors define and achieve their highest goals by aligning their money with their values. He is a 30-plus year veteran of the financial advisory profession. He began working with sustainable investments in 1988 and made the commitment to specialize in this approach in 2001. In 2011, he founded Sustainable Wealth Advisors (SWA) to further this vision. He is a member of First Affirmative Financial Network, a national professional organization dedicated to meeting the needs of the socially conscious investing community. In April 2021, he became a Founding Member of Sustainable Advisors Alliance, LLC. SWA’s affiliation with Sustainable Advisors Alliance, LLC offers the firm the opportunity to collaborate with a dedicated group of financial professionals who also specialize in Impact Investing. Mr. Moran can be reached directly at [email protected] or 518-450-1755.
This content reflects the opinions of the author and is subject to change without notice. There is no guarantee that any statements, opinions, or forecasts provided herein will prove to be correct. Mention of specific securities, funds, or companies should not be considered an offer or a recommendation to buy or sell the security, fund, or company. Remember, past performance is no guarantee of future results, and no investment strategy can assure success. To determine the suitability of any particular investment, please consult with your investment adviser.
Advisory services provided by Sustainable Advisors Alliance, LLC, with Harry Moran, CFP®, AIF®, CeFT® as Investment Advisor Representative (IAR) also doing business under the name Sustainable Wealth Advisors. Sustainable Advisors Alliance, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training.