Luna Jaffe is the Founder and CEO of Lunaria Financial, Ltd, a boutique advisory firm providing holistic money management and financial planning for clients with portfolios ranging from $500k to $10+ million. Luna is the author of Wild Money: A Creative Journey to Financial Wisdom; Wild Money: A Financial Field Guide and Journal and Zguide to Money: A Sassy Woman’s Visual Financial Field Guide.
After years working for a traditional, male-dominated financial services firm, Luna wanted to create a firm where that integrates compassionate guidance, financial wisdom, and a creative spirit into financial planning and money management where clients receive clear advice and support to live the life they desire.
The heart of Luna’s work is based in her pioneering process that integrates creativity into financial planning, drawing on her experience as a visual artist, entrepreneur, and psychotherapist. This approach to personal finance honors the unique learning and money management styles of creatives, and in doing so builds financial confidence and wisdom.
Luna earned her Master’s degree from Pacifica Graduate Institute in Depth Psychology, her BA from University of California at Santa Cruz in Bilingual Education, and holds the distinguished CFP® designation.