Personal Information
Organization / Workplace
Portland , Oregon United States
Occupation
CEO & Founder
Industry
Finance / Banking / Insurance
Website
About
Luna Jaffe is the Founder and CEO of Lunaria Financial, Ltd, a boutique advisory firm providing holistic money management and financial planning for clients with portfolios ranging from $500k to $10+ million.
After years working for a traditional financial services firm, Luna wanted to create a firm that integrates compassionate guidance, financial wisdom, and a creative spirit into financial planning and money management. Clients receive clear advice and support to live the life they desire.
The heart of Luna’s work is based in her pioneering process that integrates creativity into financial
planning, drawing on her experience as a visual artist, entrepreneur, and therapist.
Contact Details