Luna Jaffe

Luna Jaffe is a prominent financial planner and the Founder and CEO of Lunaria Financial, Ltd, based in Portland, Oregon. With a background as a Certified Financial Planner (CFP®), she specializes in holistic financial planning and wealth transfer strategies for families. Her approach emphasizes values-based financial management and impact-focused investment options, reflecting her commitment to thoughtful wealth stewardship.

Background and Career

Before founding Lunaria Financial, Jaffe had a diverse career that included roles as a professional textile artist and psychotherapist. She transitioned into financial planning after recognizing the importance of integrating creativity with financial wisdom. Luna is also the author of Wild Money: A Creative Journey to Financial Wisdom, which explores the intersection of personal finance and creative expression.125

Education

Luna Jaffe holds a Master's degree in Counseling Psychology, which complements her financial planning practice by allowing her to address the emotional aspects of money management.4

Philosophy and Mission

At Lunaria Financial, established in 2010, Jaffe aims to provide clients with comprehensive financial planning that aligns with their personal values and goals. She believes in fostering a relationship with clients that prioritizes transparency, inclusivity, and generosity.13

Through her work, Luna Jaffe continues to inspire individuals to engage with their finances creatively and thoughtfully, helping them navigate the complexities of wealth management.