Lumina Financial Consultants, LLC

Financial Services - Sausalito, California, United States

Lumina Financial Consultants, LLC Employees
Jeanie Schwarz

Founder and Principal

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Colette Kolanko

Financial Advisor

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Lumina Financial Consultants, LLC Senior Management
Jeanie Schwarz

Founder and Principal

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Lumina Financial Consultants, LLC Details

Lumina Financial Consultants, LLC (LuminaFi) is an independent registered investment advisory firm (RIA). LuminaFi was established to help busy individuals organize, understand and manage their financial resources to achieve life goals. We offer advice and solutions based on proven investment principles and academic research. LuminaFi uses technology tools to provide information on-demand and help clients simplify the complexities of their personal financial lives.All content, likes, and followers of the profile should not be considered as testimonials.

Employees: 5
HQ: +1(415) 944-5040
Location: Sausalito, California, United States
Revenue: 5.6M
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