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.
View Top Employees from Lumina Financial Consultants, LLC| Website | http://www.luminafi.com |
| Revenue | $2 million |
| Employees | 5 (5 on RocketReach) |
| Founded | 2012 |
| Address | 1505 Bridgeway Suite 121, Sausalito, California 94965, US |
| Phone | (202) 494-1144 |
| Technologies |
JavaScript,
HTML,
PHP
+19 more
(view full list)
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| Industry | Financial Services, Finance General, Finance |
| SIC | SIC Code 6211 Companies, SIC Code 621 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies |
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Lumina Financial Consultants, LLC Questions
The Lumina Financial Consultants, LLC annual revenue was $2 million in 2024.
Jeanie Schwarz is the Founder and Principal of Lumina Financial Consultants, LLC.
5 people are employed at Lumina Financial Consultants, LLC.
Lumina Financial Consultants, LLC is based in Sausalito, California.
The NAICS codes for Lumina Financial Consultants, LLC are [5239, 523, 52].
The SIC codes for Lumina Financial Consultants, LLC are [6211, 621, 62].
Top Lumina Financial Consultants, LLC Employees
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ViewJeanie Schwarz
Founder and Principal at Lumina Financial Consultants, LLC
San Francisco, California, United States22 -
15+
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25
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