Impact Investing

Harold Moran CFP®, AIF®

Harry Moran
CFP®, AIF®

Helping Socially Conscious Investors
Define & Achieve Their Highest Goals

 

Check the background of this investment professional on FINRA BrokerCheck



Saratoga Springs Branch
112 Spring Street, Suite 302
Saratoga Springs, New York 12866
518-450-1755 Office

hmoran@prginc.net
www.sustainablewealthadvisors.com


Introduction
Harry Moran heads up the Saratoga Springs Branch office of Portfolio Resources Group, Inc. A highly experienced Certified Financial Planner®, Mr. Moran attributes his success to the fact that he enjoys working with "creative, thoughtful, and intentional people who ask the big questions and lead interesting lives."

Investing Philosophy
Mr. Moran believes that financial and life planning, as well as asset management, must focus first
and foremost 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," according to Mr. Moran. He believes that developing collaborative long-term client relationships is what counts. "Helping clients secure their financial future, while at the same time being sensitive to their ethical
and social values, has resulted in a positive impact on their communities and the world," according
to Mr. Moran.

Services Offered
Financial/Life Planning
Retirement Planning
Socially Responsible Investment Management
Mission-related Investment Consulting Services for Non-Profits, Endowments and Foundations

Mr. Moran also teaches socially responsible investing workshops and offers social and environmental screening of investments.

Professional Affiliations
Member, Impact Investing Division of Portfolio Resources Group
Selling Group Member, First Affirmative Financial Network
Member, Social Investment Forum (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
FINRA Series 6, 62, and 63 licensed, 1986
New York State Life, Disability & Health Insurance licensed, 1987
Investment Adviser Representative, Portfolio Resources Advisor Group, Inc. (2011)
Registered Representative, Portfolio Resources Group, Inc. (2011)
Investment Adviser Representative, Cornerstone Financial Advisors (1992-2011)
Registered Representative, Cadaret, Grant & Co., Inc. (1992-2011)

Community Involvement
Board of Directors, Finance Committee, Capital District Community Loan Fund
Past Treasurer, Unitarian Universalist Congregation of Saratoga Springs
Board of Trustees, Finance Committee Chair, Galway Public Library
Treasurer, Unitarian Universalist Congregation of Saratoga Springs
Board Chair, Sustainable Saratoga
Finance Committee, Waldorf School of Saratoga Springs

Disclosures
Mr. Moran is a Registered Representative of Portfolio Resources Group, Inc., member FINRA, SIPC, MSRB, FSI. He subscribes to a package of professional services offered by First Affirmative Financial Network, LLC. First Affirmative Financial Network LLC. is an approved subadvisor of Portfolio Resources Advisor Group, Inc. (PRAG), an SEC Registered Investment Advisor (RIA).
* The credentials CFP® and AIF® listed above bear trademarks.