Our Team

Harry Moran CFP AFP Financial Planner Saratoga Springs Sustainable Wealth Advisors

Harry Moran, CFP®, AIF®

Sustainable Wealth Advisors
112 Spring Street, Suite 302
Saratoga Springs, NY 12866
(518) 450-1755
hmoran@prginc.net

Harry Moran is a 30-year veteran of the financial advisory profession. After spending a year and a half learning the business with an Albany NY-based mutual fund company, Harry joined Advantage Capital Corp. in 1988. In 1992, he joined Cornerstone Financial Advisors and Cadaret, Grant & 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 then made the commitment to specialize in this approach in 2001. As the owner and founder of Sustainable Wealth Advisors, Harry has been able to strengthen and expand upon the practice he built at Cornerstone. He is also an active member of First Affirmative Financial Network, as well as the Impact Investing Division of Portfolio Resources Group, Inc.

Professional Affiliations:

Network Adviser, First Affirmative Financial Network
Green America Business Network
Social Investment Forum
Financial Planning Association (FPA), Founding President of Northeastern NY Chapter
International Association for Financial Planning (IAFP), Past President

Education & Experience:

BA, SUNY Albany, 1985
Certified Financial Planner® designation, 1991
Accredited Investment Fiduciary®, 2004
FINRA Series 6, 62 & 63 licensed, 1986
NYS Life, Disability & Health Insurance licensed, 1987
Investment Adviser Representative (IAR): Portfolio Resources Advisor Group
Registered Representative: Portfolio Resources Group, Inc. Member FINRA, SIPC, MSRB, FSI

Community Involvement:

Board Chair, Sustainable Saratoga
Saratoga Springs Business Advisory Council
Finance Committee, Waldorf School of Saratoga Springs
Past Treasurer, Center For Donation & Transplant
Past Board Member, Capital District Community Loan Fund
Past Trustee, Galway Public Library

 

Client Services

Elizabeth Litts is Client Service & Administration Coordinator for Sustainable Wealth Advisors. Liz provides direct administrative support and manages all general administrative processes and procedures. She is the first point of contact with clients, coordinating client appointments and delivering an exceptional client experience.