Vanderbilt Financial Group is excited to welcome Certified Financial Planner Luna! Located in Portland, Oregon, Luna is the Founder and CEO of Lunaria Financial, where she focuses on helping families transfer wealth in a thoughtful way. She is the author of Wild Money: A Creative Journey to Financial Wisdom and previously worked as a professional textile artist and psychotherapist.
We are excited to announce that Ken has joined the Vanderbilt team! Formerly of KMS Financial Services, Ken is located in Walnut Creek, California and has 36 years of experience. He specializes in custom investment management with an emphasis on dividend-income oriented investments to ensure his clients can maintain their lifestyles through their lifetimes.
Vanderbilt is happy to announce our newest Financial Advisor, Elliot! Elliot has over 25 years of experience in the industry. His areas of focus include impact investing, retirement plans, and continued investment research. Elliot joins us from KMS Financial Services.
Vanderbilt Financial Group is an investment firm disrupting traditional finance by focusing on socially and environmentally responsible, ethical, and impactful investments.
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