Live the life you've imagined.
Life's transitions can unsettle our foundation at the time we most need to make meaningful financial choices. We ensure you fully understand your financial position so that you have the knowledge and confidence to make informed decisions. We will work with you to craft sustainable and long-term financial strategies based on your needs.
Lumina Financial Consultants is a fee-only, independent fiduciary. We provide financial planning and investment management services to clients in the San Francisco Bay area and Northern Virginia.
Reinvest in yourself. Our mission is to enlighten and empower people going through major life changes by giving them the tools, and in time, the conviction, to maintain financial independence and achieve their personal financial goals.
LuminaFi is a community. We regularly hosts events aimed at helping you gain a better understanding of your finances. Check the calendar to see what's coming up next.