Broker Check

Our Professional Team

Celia Mueller, CFP®

Certified Financial Planner™ | Investment Adviser Representative

(503) 656-1644

(503) 656-1645

[email protected]

Celia is registered to sell securities in Oregon, Washington, California, Idaho, Indiana, DC, Missouri and Virginia. Oregon Agent Life, Health & Variable Annuity insurance license. Washington Agent Life & Disability license.  She...

Read more

Bryan Brumley, CFP®

Certified Financial Planner™ | Investment Adviser Representative

(503) 305-8606

(503) 656-1645

[email protected]

Bryan is registered to sell securities in Oregon, Washington, Maryland & Alaska. Oregon Agent Life, Health & Variable Annuity insurance license. He participates in all continuing education requirements associated with...

Read more

Our 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.

Celia and Bryan are both Certified Financial Planner™ designees, and Investment Adviser Representatives through Securities America, Inc.

Both Celia and Bryan participate in all continuing education requirements associated with the CFP® designation, securities licenses and insurance licenses and designations as well as participating in educational conferences for social investment professionals.

They specialize 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 Group
  • First Affirmative Financial Network

Designations:

  • Certified Financial Planner™

REGISTRATION & LICENSES

Celia is registered to sell securities in Oregon, Washington, California, Idaho, Indiana, DC, Missouri and Virginia. Oregon Agent Life, Health & Variable Annuity insurance license. Washington Agent Life & Disability license.

Bryan is registered to sell securities in Oregon, Washington, Maryland & Alaska. Oregon Agent Life, Health & Variable Annuity insurance license.  

EDUCATION

Celia:

  • Master of Arts degree, Princeton Theological Seminary, Princeton, NJ, 1975
  • Undergraduate degree, Westmont College, Santa Barbara, CA, 1972.

Bryan:

  • Master of Business Administration, London Business School, 2000
  • Master of Arts, Russian Area Studies, Georgetown University, 1995
  • Knight Fellow, Stanford University, 1993-94
  • Bachelor of Arts Degree University of Texas, Austin, 1974

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.

CFP® and Certified Financial Planner™ are marks owned by the Certified Financial Planner Board of Standards, Inc.