About Us

Dare boldly with your life, not your money.

Welcome to Lunaria Financial®, where we engage your whole being to strengthen your relationship with money. Luna Jaffe, CFP®, MA, and her team provide compassionate guidance, financial wisdom, and clarity about your path and your progress.

Utilizing an innovative, creative approach, Lunaria Financial® provides holistic financial life planning and investment management for high net worth women and their families, high income couples, and anyone who feels a connection with our services and meets our account minimums.

What makes us special

We help you build a healthy and sustainable relationship with money through innovative financial planning and creative coaching.

We've got your back.

Our team will ensure that you receive exceptional service that is personal and professional.  We love to serve and we will do everything within our reach to collaborate with you on reaching your goals, and making it fun.

We're comfortable with complex emotions.

Money stirs up deeply held emotions sometimes.  We welcome your tears along with your joy, your fears as well as your competence.  Luna’s background in psychotherapy gives her a gift of creating a safe, confidential space to express your deeply held desires, grief, loss, guilt and shame.  It’s all okay here. 

We deal with fees openly.

We clearly disclose our fees, relationships and services so that you can develop trust and relax into a long term professional relationship.

We're resourceful.

We are aligned with other professionals and pride ourselves in being well-connected. We have strategic partnerships with money managers, attorneys, tax and financial professionals with specialized expertise.  And we’re not afraid to admit if a question or skill set that you have is out of our league— we want to ensure that you get exactly the help and advisement that you require.

Who we are.

We run our business with the same values that we prioritize in life. This video shows you who we are.

Visiting the Office

Amenities

We’ll make you a cup of tea or a latte and invite you to feel at home while you look out the balcony onto the streets of Multnomah Village. 

Calming

When you visit Lunaria Financial you’ll immediately notice the calm, graceful space, the artwork on the walls, the sweet dogs that happily greet you.

Virtually Everywhere

If you live outside the Portland area, we can meet via phone or Skype. We’re virtually everywhere.

Meet the team

At Lunaria Financial® we focus on what you can control while developing a deeper awareness of what matters most to you and your family.  We leverage your creative spirit so that you understand your money story.  We integrate traditional financial planning with innovative tools that build confidence.

8 Wild Things About Luna

1

Born in Delaware

Born in Delaware

with sun in Aquarius, moon in Capricorn, Aries rising.

2

In high school

In high school

I was a championship gymnastics competitor

3

My favorite place

My favorite place

to travel is a toss up between Turkey and Bali!

4

My hobbies include

My hobbies include

singing, playing guitar, writing, cooking, creating art and jewelry, traveling.

5

Poets I love

Poets I love

include Mary Oliver, Mark Nepo, Rumi, Hafiz, Shayne Koyczan, Andrea Gibson, Maya Stein.

6

My family includes

My family includes

spouse Amy, son Hunter, 2 dogs, and 13 koi.

7

Most Amazing

Most Amazing

experience was meeting Mother Teresa in Calcutta and the Dalai Lama in Dharmasala within two months of each other.

8

Longest Journey

Longest Journey

was sailing from Miami, Florida to Malaga, Spain in a 36′ sailboat, visiting 15 countries in seven months.

That’s a little about us, now what about our approach to Wealth Management?

Go to Wealth Management