Live the life you've imagined...
Our mission is to thoroughly understand your goals while using our knowledge and experience to help you realize your dreams. Before presenting financial strategies, we take the time to get to know you. We want to know what’s important to you for a successful financial life. Only after we understand the whole picture do we work on an individualized plan to meet your needs. Our desire is to build long-term relationships with our clients.
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.
Financial News & Insight
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- After Rocky Year-End, Risks Follow Investors into New Year
- Understanding Social Security
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- What Happened to Your Money?
- Four Points to Consider When Setting a Retirement Income Goal
- DEBT CONSOLIDATION
- Financial Planning: Helping You See the Big Picture
- Financial Tips for Unmarried Couples
- Understanding Your Credit Report
- MARKET WEEK: AUGUST 27, 2018