Professional Focus and Services
Madeline Moore is committed to assisting clients in breaking down the mystique that is often part of dealing with finances. Learning the language of money and feeling comfortable with financial matters can be a tremendous help in financial planning and investment management.

Investment Management
As a member of First Affirmative Financial Network (FAFN), Madeline offers on-going portfolio management. Madeline assists clients in developing investment objectives based on their current needs, financial goals, personal values and tolerance for investment risk. FAFN performs the social screening and monitoring of the investment assets, rebalances the portfolio and provides consolidated statements of account activity.

• Defining financial goals and objectives
• Reviewing portfolios
• Planning retirement strategies
• Charitable giving
• Estate planning
• Funding for education/college
• Evaluating mortgage or refinance options

Professional Affiliations

• Network Adviser, First Affirmative Financial Network
• Professional Member, Garrett Planning Network
• Member, Social Investment Forum
• Member, Financial Planning Association
• Member, Co-op America
• Participant, Sustainable Investment Institute

Education and Experience
Madeline’s financial planning practice builds on earlier careers in education, teacher-training, non-profit administration, fund raising and a lifetime of community involvement.

Madeline is Certified as a Financial Planner, having completed the course work through the College of Financial Planning. She has a BA from the University of Colorado and an MAT from Reed College in Portland, Oregon.Back to Top

Community Involvement
Madeline’s long history of community involvement has been recognized through honors awarded by The Oregon Indian Education Association, McKenzie River Gathering Foundation, Irvington Elementary School and daVinci Middle School. She has served on a variety of non-profit boards, serving women and children and emphasizing community development.Back to Top

Disclaimer
Investment Advisory Representative of First Affirmative Financial Network, LLC
First Affirmative is an independent Registered Investment Advisor registered with the Securities and Exchange Commission. Back to Top

The credential(s) CFP®, AIF® listed above page bear trademarks; for technical reasons, trademarks are not shown above. We appreciate your understanding in this matter.