Harry Moran

Harry Moran, CFP®, AIF®

CERTIFIED FINANCIAL PLANNER™ &
ACCREDITED INVESTMENT FIDUCIARY®

Sustainable Wealth Advisors

Harry@SustainableAdvisorsAlliance.com

Phone: (518) 450-1755

Fax: (518) 636-4727

112 Spring St, Suite 302 | Saratoga Springs, NY 12866

Meet Harry

Harry Moran is a 30-plus year veteran of the financial advisory profession. After beginning his career as Regional Coordinator for an Albany NY-based mutual fund company, Harry joined Advantage Capital Corp. in 1988. In 1992, he affiliated with Cornerstone Financial Advisors and Cadaret, Grant and Co., Inc. where he worked for 19 years before leaving to found Sustainable Wealth Advisors in September of 2011. He began working with sustainable investments in 1988 and made the commitment to specialize in this approach in 2001. He has been a network advisor with First Affirmative Financial Network since 2001 and was an Investment Advisory Representative (IAR) of Portfolio Resources Advisor Group, Inc. (PRAG) from 2011 until April 2021. Harry also served on the PRAG Investment Committee from 2018 until his departure in April 2021 to become a Founding Member of Sustainable Advisors Alliance, LLC.

 

Harry’s sustainable, responsible, and impact-driven approach to financial planning and investment management comes from a deep belief that people and the planet are as important as profits. His core value of respect for the inherent worth and dignity of all people enables him to make a significant impact in the lives of his clients, especially those who might otherwise be too busy to fully focus on their finances, or who feel they might have to compromise their values to achieve financial security.

 

Harry resides in Saratoga Springs, NY with his wife Ellen. When not at work, you can find him out riding his bike, walking, or supporting the reopening local art and music scene.

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Education + Designations

BA, SUNY Albany, 1985

Certified Financial Planner™ (CFP®), Since 1991

Accredited Investment Fiduciary® (AIF®), Since 2004

Certified Financial Transitionist (CeFT) candidate

Community Involvement

Co-chair, Land Use Committee, Past Board Chair Sustainable Saratoga

Member, Divest NY Coalition

Past Board Member, Finance Committee, Community Loan Fund of the Capital Region

 

Past Treasurer, Center for Donation & Transplant

 

Past Board of Trustees, Finance Committee Chair, Galway Public Library

 

Chair, UUCSS Planning Committee and Member, Endowment Committee

Client Services

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Elizabeth “Liz” Litts has been providing Client Services for Harry since 2016. After earning her bachelor’s degree in English in 2001, she started her career as a Technical Editor for Bechtel Marine Propulsion Corporation, where she worked for nine years before leaving to stay at home and care for her children. Liz resides in Greenfield Center NY with her two children. When not at work, she enjoys spending time with her kids, volunteering at their Waldorf school, and being active.

“As a national Sustainable, Responsible, and Impact (SRI) investment and financial planning advisory firm, SAA will have the reach, resources, and economies of scale to significantly enhance the services and offerings we bring to our clients. We strongly believe that incorporating environmental, social, and governance (ESG) factors will continue to be an effective way to transform our world, without sacrificing profitability.

 

I have no doubt that having the opportunity to collaborate with 5 other committed, passionate, and experienced impact-focused financial professionals will be hugely rewarding and beneficial to our clients. Being a partner in this firm will give us the autonomy and control we need to deliver a consistently positive client experience. The support and depth afforded by this arrangement will also help ensure that we will be able to continue to deliver the services and experience our clients have come to expect for many years into the future.”

– Harry Moran, CFP®, AIF®