About Company

Lunaria Financial, based in Portland, Oregon, is a holistic financial planning firm dedicated to empowering clients to take control of their financial well-being. The company emphasizes a philosophy of simplicity, clarity, and alignment of personal values with financial goals, helping individuals and families build confidence while creating personalized roadmaps to financial success. Founded and led by Luna Jaffe, CFP®, Lunaria Financial integrates traditional wealth management with forward-thinking and creative approaches, encouraging clients to understand their money story and transform their relationship with finances. Through services in financial planning, investment management, and coaching, the company provides innovative tools, personalized strategies, and sustainable wealth-building practices designed to foster long-term growth and financial empowerment (Lunaria Financial, ZoomInfo, MapQuest).

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