CELIA MUELLER is a Certified Financial PlannerTM designee, and an Investment Adviser Representative through Financial West Group.
Celia specializes in providing integrated services including financial planning, retirement and estate planning, socially responsible investment management, long-term care risk planning and life insurance planning.
PROFESSIONAL MEMBERSHIPS
Financial Planning Association
Progressive Asset Management Network
First Affirmative Financial Network
Social Investment Forum
Designations:
Certified Financial PlannerTM
REGISTRATION & LICENSES
Registered to sell securities in Oregon, Washington, California & Idaho. Oregon Agent Life, Health & Variable Annuity insurance license. Washington Agent Life & Disability license.
EDUCATION
All continuing education requirements associated with the CFP® designation, securities licenses and insurance licenses and designations.
Annual participation in educational conference for social investment professionals.
Master of Arts degree, Princeton Theological Seminary, Princeton, NJ, 1975.
Undergraduate degree, Westmont College, Santa Barbara, CA, 1972.
To serve clients in states other than those listed above it will be necessary for us to be properly licensed by those states prior to providing any services.
Securities offered through Financial West Group, member FINRA/SIPC. Office of Supervisory Jurisdiction: 2221 Emerson St., Denver CO 80205. 866 866-475-7100
CFP® and Certified Financial PlannerTM are marks owned by the Certified Financial Planner Board of Standards, Inc.
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My commitment
is to help clients reach their financial goals while promoting their core values.
Often these values include peace, justice, responsible business management, stewardship of the environment and avoidance of certain products, industries or business practices.
I use proven methods to help clients identify their values and financial priorities and stay on track.
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