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Celia Mueller, CFP
       
 
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Celia Mueller, CFP
 
 
Overview: 

My firm, near Portland, Oregon, was founded to provide financial services to individuals, families and small businesses that want personalized, friendly expertise and service.

I bring a unique blend of strengths to the field of financial services with my expertise in socially responsible financial planning and client centered planning. My firm is a member of the Progressive Asset Management Network and First Affirmative Financial Network. Offering a full range of financial products and services, I believe financial planning should be a top priority for individuals, families and small businesses. My specialties include:


SOCIALLY RESPONSIBLE INVESTING

Helping interested clients link their financial goals with their personal and social core values and goals. This is often referred to as stewardship investing or socially responsible investing and planning.


CLIENT CENTERED PLANNING
Providing information about investments and planning opportunities so that clients can make informed choices. Many of my clients appreciate the educational aspects of my services.

I am committed to the mission of helping clients achieve their financial planning and stewardship objectives while delivering a high level of client service.


SMALL BUSINESS EXPERTISE
Expertise regarding the various retirement plans and other programs that strengthen small businesses and make them attractive to employees.

PLANNING
Tax planning, retirement planning & estate conservation.

Because many people regard financial planning as complex and confusing, they often miss out on many potentially rewarding financial opportunities. They also take unnecessary risks and fail to adequately protect their assets.

That's where I can help. My goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth.

By helping you acquire the information you need to pursue your financial objectives and core values, I establish long and trusted relationships with my clients.
Toll Free:  +1 866 656 1649


 
 
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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
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