jeanieschwarzWelcome to Lumina Financial Consultants, LLC.  Our goal is to help you make smart financial decisions so you can live the life you’ve imagined.   Having gone through the experience of juggling career demands and caring for a young family as a single mom – I understand the challenges many people face when it comes to managing their personal finances.  My own experience motivated me to launch this company after working for many years as a financial advisor for Sullivan, Bruyette, Speros, and Blayney, Inc., a large registered investment advisory firm in McLean, Virginia.  At SBSB, I was able to work my way up from back-office operations to become a Director of client services with responsibility for the wealth management needs of a diverse set of clients.  In 2012, I founded Lumina Financial Consultants, LLC to serve the needs of a new generation of clients who value easy access to their personal financial information and flexible options for working with their advisor.

 

My professional and academic qualifications include:

  • CERTIFIED FINANCIAL PLANNER™ certification
  • Series 65, Uniform Investment Advisor Law Exam
  • Former Chair of the Council on Examinations for the Certified Financial Planner Board of Standards
  • Former Member of the Board of Directors for the National Capital Area chapter of the Financial Planning Association
  • Experience in teaching personal financial planning as an adjunct faculty member for the University of Virginia, Shepherd University, and the American College; and as a volunteer for the Virginia Council on Economic Education
  • MBA, Dalhousie University, Halifax, Nova Scotia
  • B.S, Home Economics, Virginia Tech, Blacksburg, Virginia