CarbonFree® Partner
Celia Mueller, CFP
Description
Our firm, near Portland, Oregon, was founded to provide financial services to individuals, families and small businesses concerned about the environmental and social impact of their investments and who want personalized, friendly expertise and service.
Celia Mueller, CFP® is a member of the Progressive Asset Management Network and First Affirmative Financial Network. Offering a full range of financial products and services, we believe financial planning should be a top priority for individuals, families and small businesses. Our specialties include:
-Socially responsible investing using managed accounts (minimum aggregate account size: $100,000).
-Socially responsible 401(k), SEP, SIMPLE and other retirement plans
-Financial Planning
-Retirement Planning
-Long-term care, life insurance and annuities
We are committed to the mission of helping clients achieve their financial planning and stewardship objectives while delivering a high level of client service.
For more information, please contact Celia Mueller’s firm at:
4501 E Thousand Oaks Blvd.
WestLake Village, CA 93162 - 805 497-9222.
phone: (503) 656-1644
toll free: (866) 656-1649
fax: (503)656-1645
www.CeliaMueller.com
Commitment
Reduce, reuse, recycle have been mainstays of our business since its inception. We started working toward becoming a paperless office over three years ago. In 2006, we made 1-ton carbon offset contributions on behalf of 100 of our clients. In 2007, we increased our contribution for 200 of our clients. For 2008, we have joined Carbonfund.org’s Small Business Program. Walking the talk is what it’s all about. One of our business goals is for the world to be a better place because of us.
Partner Quote
“Our mission is to help our clients reach their financial goals while impacting the world with their social values. Helping clients with socially responsible investing, community investing, shareholder advocacy, and estate planning, we leverage their positive impact in society and increase their benefit to the world at large. Clearly identifying and investing in companies that have good environmental records is as important as avoiding companies with egregious records in this area.”
PAM is the socially responsible investment division of Financial West Group. Securities offered through Financial West Group, member FINRA/SIPC. Office of Supervisory Jurisdiction: 520 Third Street, Suite 201 Oakland, CA 94607. 800-471-7244
