Contact Us

Lumina Financial Consultants

SAN FRANCISCO BAY AREA
 
1505 Bridgeway, Suite 121
Sausalito, CA  94965
(415) 944-5040
NEW YORK
 
80 Theodore Fremd Avenue
Rye, NY 10580
(914) 303-6325
DC METRO
 
3213 Duke Street #651
Alexandria, VA  22314
(202) 494-1144
COMPLIMENTARY “GET ACQUAINTED” MEETING

We offer a  1 hour complimentary “Get Acquainted” meeting to describe our Wealth Management services,
and to see if our services are right for you. Please complete the form below to get started.

*Divorce Planning services not included in this offer.

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Tobey & Harvey

Paw-blic Relations Officer / Chief Snuggle Officer

Responsibilities include providing pet therapy, dog-cuddle fixes, and lunch break supervision. They also consider themselves the official greeters at the front door.