Lunaria Financial

Finance · Oregon, United States · 1-10 Employees

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Overview

Headquarters

7837 SW Capitol Hwy Ste C, Portland, Ore...

Phone Number

(503) 452-7000

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
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Aug
ZI Rank
1
1
1
1
1
1

About Lunaria Financial

Lunaria Financial is a financial planning firm based in Portland, Oregon, specializing in wealth management, investment management, and financial education. They focus on helping clients understand their financial situation and develop personalized plans that align with their values and goals. The firm aims to empower clients by integrating traditional financial planning with innovative tools, fostering confidence and self-awareness. Lunaria Financial serves individuals and families looking to transform their financial narratives and achieve their dreams through a holistic approach to financial health.Explore more
Lunaria Financial's Social MediaPopular SearchesLunaria FinancialLunaria Financial LtdLunaria Financial LLCLunaria Financial, allLunariafinancialSIC Code 62,628NAICS Code 52,523Show more

Lunaria Financial Org Chart

Luna Jaffe, Founder & Chief Executive Officer at Lunaria Financial
United States flag for contact location.

Founder & Chief Executive Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Lunaria Financial

<$5M
1-10
Private
-
2010
Luna Jaffe, Founder & Chief Executive Officer at Lunaria Financial
Luna JaffeFounder & CEO
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
$6.7M
1-10
Private
-
1988
<$5M
1-10
Private
-
2002
<$5M
1-10
Private
-
2009
Casey O'Leary, President at Trinity Wealth Management
Casey O'LearyPresident
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Lunaria Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Lunaria Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Lunaria Financial.

Lunaria Financial Tech Stack

A closer look at the technologies used by Lunaria Financial

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Frequently Asked Questions Regarding Lunaria Financial

What is Lunaria Financial's official website?
Lunaria Financial's official website is www.lunariafinancial.com
What is Lunaria Financial's Revenue?
Lunaria Financial's revenue is <$5 Million
What is Lunaria Financial's SIC code?
Lunaria Financial's SIC: 62,628
What is Lunaria Financial's NAICS code?
Lunaria Financial's NAICS: 52,523
How many employees does Lunaria Financial have?
Lunaria Financial has 1-10 employees
What industry does Lunaria Financial belong to?
Lunaria Financial is in the industry of: Finance, Securities Trading
What is Lunaria Financial competition?
Lunaria Financial top competitors include: Trinity Wealth Management, Waypoint Partners, First Financial Advisors, Ratcliff Financial Services
What technology does Lunaria Financial use?
Some of the popular technologies that Lunaria Financial uses are: Google Cloud Web Serving, Google Cloud Platform, Microsoft Dynamics CRM, Microsoft 365
How do I contact Lunaria Financial?
Lunaria Financial contact info: Phone number: (503) 452-7000 Website: www.lunariafinancial.com
What does Lunaria Financial do?

Lunaria Financial is a financial planning firm based in Portland, Oregon, specializing in wealth management, investment management, and financial education. They focus on helping clients understand their financial situation and develop personalized plans that align with their values and goals. The firm aims to empower clients by integrating traditi... onal financial planning with innovative tools, fostering confidence and self-awareness. Lunaria Financial serves individuals and families looking to transform their financial narratives and achieve their dreams through a holistic approach to financial health.Read More

What are Lunaria Financial social media links?
Lunaria Financial Linkedin page Lunaria Financial Twitter page Lunaria Financial Facebook page
Is Lunaria Financial a public company?
Lunaria Financial is private company therefore does not currently have an official ticker symbol
See more information about Lunaria Financial

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