Luna Jaffe

Background

About Luna Jaffe

Luna Jaffe, a Certified Financial Planner™, has never bought the common notion that one must sacrifice passion or forfeit creativity in order to get serious about money. Teacher, artist, entrepreneur, writer, and visionary, Luna believes that true wealth embraces your values, not just the numbers on your ledger. Luna excels at financial planning and thrives on serving her clients. She especially benefits those who don’t know how to handle their finances, who are intimidated or fearful, or who have no interest or time to do for themselves what a trained and trusted expert can do better. Entrepreneurial from a young age, Luna was the president of her own wearable art company, LunaSilks, by 23. Later, she turned an interest in Jungian sand play therapy into a mail-order business to fund her education as a depth psychologist. Throughout her eclectic career as artist, dancer and psychotherapist, Luna has pioneered innovation, turning what she loves into thriving businesses. Luna is the CEO of Lunaria Financial, Ltd. A financial planning and consultancy firm specializing in working with creative entrepreneurs. Securities and Advisory Services offered through KMS Financial Services, Inc. About Lunaria Financial, Ltd. We are an independent financial planning and consultancy firm in Portland, Oregon, focused on engaging open-minded and creative individuals in strategically managing their financial assets to serve their own highest values. Call for your complimentary 10 minute consultation today. Specialties: Socially Responsible Investing, Divorce strategies, Inheritance Planning, Legacy and Estate Strategies, LGBT Planning, Teaching children to be wise investors, Fee-based - Postings must refrain from recommending us, endorsing us, or providing testimonials for our firm. Because the SEC and state securities laws prohibit testimonials, any such postings are subject to swift removal.