Professional Focus and Services

My company, located in Clackamas, Oregon, was founded to provide financial services to individuals, families, and small businesses that want personalized, friendly expertise and service.

I bring a unique blend of strengths to the field of financial services with my expertise in socially responsible financial planning and client centered planning. Offering a full range of financial products and services, I believe financial planning should be a top priority for individuals, families and small businesses.

Areas of Speciality

Socially Responsible Investing
I help interested clients link their financial goals with their personal and social core values and goals. This is often referred to as stewardship investing or socially responsible investing and planning.

Client-Centered Planning
By providing information about investments and planning opportunities, I help clients make informed choices. Many of my clients appreciate the educational aspects of my services. I am committed to the mission of helping clients achieve their financial planning and stewardship objectives while delivering a high level of client service.

Planning
This area includes financial planning, retirement planning, and estate conservation.

By regarding financial planning as complex and confusing, people often miss out on potentially rewarding financial opportunities. They also take unnecessary risks and fail to adequately protect their assets.

That’s where I can help. My goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. By helping you acquire the information you need to pursue your financial objectives and core values, I establish long and trusted relationships with my clients. I use proven methods to help clients identify their values and financial priorities and stay on track.

My initial consultation with clients is without fee or obligation. Depending on suitability, we will develop an ongoing working relationship together on a fee basis, a commission basis or a combination of the two.

Small Business Expertise
Expertise regarding the various retirement plans and other programs that strengthen small businesses and make them attractive to employees.

Professional Affiliations

• Progressive Asset Management
• First Affirmative Financial Network, LLC
• Investment Advisor Representative, Financial West Group (FWG)
• Social Investment Forum
• Co-op America
• Financial Planning Association
• MMA Representative (a fraternal organization serving Quakers and Anabaptists nationwide)

Education and Experience

Serving clients since 1995, I am a CERTIFIED FINANCIAL PLANNER™ licensee providing fee-based accounts and services in all states in which FWG is registered and commission-based accounts in the states of Oregon, Washington, and California. I hold Series 6, 7, 63 & 65 securities licenses. I hold a Consultant Life, Agent Life, Health & Variable Annuity license in Oregon; Agent Life and Disability license held in Washington.

• Bachelor’s degree, Westmont College, 1972
• Master’s degree, Princeton Theological Seminary, 1976
• Certified Financial Planner™ designation, 2000

Community Involvement

• Jubilee USA Network
• Women of Vision
• Neighborhood associations and environmental groups

Disclaimer
Securities and Advisory Services offered through Financial West Group (FWG), Member FINRA, SIPC
FWG Supervisory Branch: 2221 Emerson Street, Denver, Colorado 80205, 866.475.7100
Progressive Asset Management (PAM), The Socially Responsible Investment Division of Financial West Group.

Celia Mueller subscribes to a package of professional services offered by First Affirmative Financial Network, LLC. She is not an investment advisory representative of First Affirmative.

*First Affirmative is not an affiliate or subsidiary of Financial West Group (FWG), Member FINRA, SIPC or PAM.Back to Top

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