Lumina Financial Consultants

Lumina Financial Consultants

Female owned and operated investment advisory firm.

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Lumina Financial Consultants

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Financial Planning: Helping You See the Big Picture

Financial Planning: Helping You See the Big Picture

Where do you picture yourself in the future? Will you be in a new home, traveling the globe, or planning a big family celebration? These are a few of the financial goals that may be important to you, and each comes with a price tag attached.

Jean Schwarz September 17, 2018February 12, 2019 Financial Planning Read more
California
(415) 944-5040
NEW YORK
(914) 303-6325
Virginia
(703) 740-1128

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Lumina Financial Consultants, LLC only conducts business in jurisdictions where licensed, registered, or where an applicable registration exemption or exclusion exists. Information contained herein is not intended for persons in any jurisdiction where such distribution or use would be contrary to the laws or regulations of that jurisdiction, or which would subject Lumina Financial Consultants LLC to any unintended registration requirements. The information provided is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The types of securities and investment strategies mentioned may not be suitable for everyone. Each investor should evaluate investments and financial strategies based on his or her own particular situation. The information is not intended to provide tax, legal or investment advice. The information herein is developed by a third-party provider which we deem to be reliable; however, we cannot guarantee its accuracy. The information is subject to change at any time and without notice. © 2023 Lumina Financial Consultants