Live the life you've imagined.
Taking control of your finances for the first time can feel overwhelming.
You have long-term goals, but no idea how to build the spending plans - and confidence - to get you there.
That's where we come in.
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.