Harry Moran, CFP^®

AIF^®, CeFT^®

Owner/Founder

Sustainable Wealth Advisors

112 Spring St, Ste 302
Saratoga Springs, NY 12866-3351

FINANCIAL ADVISOR'S WEBSITE

www.sustainablewealthadvisors.com

(518) 450-1755 CONNECT WITH Harry

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

$250,000 minimum for fee-based custom investment portfolios. Planning and consulting services are available on either a project or hourly basis.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$250,000

General

Harry Moran is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Sustainable Wealth Advisors in Saratoga Springs, NY and the surrounding communities.

Financial Advisor Overview

Sustainable Wealth Advisors (SWA) is a financial planning and investment management firm based in Saratoga Springs, New York. Harry Moran is SWA’s founder and has been providing financial guidance to socially conscious investors since 1988. SWA has partnered with the Impact Investing Division of Portfolio Resources Advisor Group, Inc., based in Miami, Florida. This partnership offers SWA the opportunity to collaborate with a dedicated group of financial professionals who also specialize in Sustainable Investing. Sustainable Wealth Advisors also continues its long-standing association with First Affirmative Financial Network which offers a variety of resources including social and environmental research and cutting edge Sustainable Investment Solutions. With 30+ years in the financial field, Mr. Moran has achieved the professional designations of CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary ®.

Financial Advisor Experience

Harry Moran is a seasoned veteran of the financial advisory profession. After spending a year and a half learning the business with an Albany NY-based mutual fund company, Harry joined Advantage Capital Corp. in 1988. In 1992, he joined Cornerstone Financial Advisors and Cadaret, Grant & Co., Inc. where he worked for 19 years before leaving to found Sustainable Wealth Advisors in September of 2011. He began working with sustainable investments in 1988 and then made the commitment to specialize in this approach in 2001. As the owner and founder of Sustainable Wealth Advisors, Harry has been able to strengthen and expand upon the practice he built at Cornerstone. He is also an active member of First Affirmative Financial Network, as well as the Impact Investing Division of Portfolio Resources Advisor Group, Inc.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Chartered Financial Analyst (CFA)
Other - Accredited Investment Fiduciary (AIF)

Insurance Licenses

Life insurance: NY
Health/disability insurance: NY
Fixed annuities: NY
Variable annuities: NY, WA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

An Investment Advisor Representative (IAR) of Portfolio Resources Advisor Group, Inc., an SEC Registered Investment Advisor. Home Office: 800 Brickell Ave., Suite 903, Miami, FL 33131

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Disaster Recovery, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Sudden Wealth, Nontraditional Households