Every Transition is Personal. Let Us Help.
Life’s transitions can unsettle our foundation at the time we most need to make meaningful financial choices. Whether it is divorce, retirement, sudden loss of a loved one or inheritance, we will work with you to ensure you understand your financial position and have the knowledge and confidence to make informed decisions. We can also work with you to craft sustainable and long-term financial strategies based on your needs.
As your financial advisor, we are your advocate. While our approach is technically strong, it is complemented by compassion and an understanding of your situation. We have walked in your shoes.
We recognize that clients often play different roles in relationships when it comes to finances. Each of our clients comes from a different perspective, but ultimately all want to understand their finances so that they have choices about how they lead their lives.
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 host events aimed at helping you gain a better understanding of your finances. Check the calendar to see what’s coming up next.
Lumina Financial Consultants, LLC (also referred to as LuminaFi) is a registered investment advisor in California and Virginia. The firm will not solicit business in any state in which it is not properly registered or otherwise qualified to conduct business by virtue of a state de minimis exemption. This website does not provide investment advice, nor does it constitute an offer to provide investment advice, to any individual or entity in any state or other jurisdiction. Form ADV Part 2, which details the business practices, services offered, and related fees of LuminaFi is available on this website at https://luminafi.com/resources, or on the SEC website at http://www.adviserinfo.sec.gov.