Live The Life You've Imagined
Lumina Financial Consultants, LLC is a fee-only, independent fiduciary. The firm specializes in providing financial planning and investment management services to clients in the San Francisco Bay area and Northern Virginia. LuminaFi's mission is to enlighten and empower individuals undergoing major life changes with the confidence and tools to maintain their financial independence and achieve their unique financial goals.
LuminaFi specializes in providing wealth management services to clients undergoing major life changes—such as the loss of a spouse, divorce, or retirement. Our goal is to help you understand and use your resources to achieve financial independence.
LuminaFi regularly hosts events aimed at helping individuals gain a better understanding of their finances. Check the calendar to see what's coming up next.