Professional Focus and Services:

Harry helps socially and environmentally conscious investors define and achieve their highest goals. He enjoys working with creative, thoughtful, and intentional people who ask, “the big questions” and lead interesting lives. Harry helps them to secure their financial future and make a positive impact with their money on their community and the world.

Approach

Harry’s approach to financial and life planning and asset management focuses first on client needs and values. With this solid foundation, he then crafts, implements, and monitors 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. Harry embraces his fiduciary duty and feels that developing collaborative, transparent long-term client relationships is the key to success.

Services

Harry offers four main services:

• Financial/Life Planning
• Retirement Planning
• Sustainable, Responsible, Impact (SRI) Investment Management
• Mission-related Investment Consulting Services for Non-Profits, Endowments and Foundations

Additionally, Harry conducts ESG/Impact investing workshops for groups and offer customized environmental, social and governance screening of existing or proposed investments.

Professional Affiliations:

• Selling Group Member, First Affirmative Financial Network
• Member, US SIF (since 1998)
• Member, Green America Green Business Network
• Founding President, Northeast NY Chapter, Financial Planning Association
• Past President, Capital District Chapter, International Association for Financial Planning

Education and Experience:

• BA, SUNY Albany, 1985
• CERTIFIED FINANCIAL PLANNER™ designation, 1991
• Accredited Investment Fiduciary® designation, 2004
• New York State Life, Disability & Health Insurance licensed, 1987
• Certified Financial Transitionist (CeFT) candidate

Community Involvement:

• Past Board Member, Finance Committee, Community Loan Fund of the Capital Region
• Past Treasurer, Center for Donation & Transplant
• Board of Trustees, Finance Committee Chair, Galway Public Library
• Past Treasurer, Unitarian Universalist Congregation of Saratoga Springs (UUCSS)
• Chair, UUCSS Planning Committee and Member, Endowment Committee
• Past Board Chair, Sustainable Saratoga
• Co-Chair, Sustainable Saratoga Land Use Committee
• Past Finance Committee, Waldorf School of Saratoga Springs

Disclaimer:

Harry Moran is an Investment Advisory Representative (IAR) with Sustainable Advisors Alliance, LLC, an SEC Registered Investment Advisor. Registration with the U.S. Securities and Exchange Commission does not imply a certain level of skill or training. Investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful. Additional information about Sustainable Advisors Alliance, LLC is available on the SEC’s website at www.adviserinfo.sec.gov  (CRD number 312061).