Personal financial planning and investment management services

Lumina Financial Consultants, LLC is an independent registered investment advisory firm (RIA) helps busy individuals organize, understand and manage financial resources to achieve their life goals. We take the time to get to know you so that we can understand and help you define your financial priorities and future goals. We help you gather and organize all the financial details to understand your current financial situation and then we work with you to establish an individualized plan to guide ...

Lumina Financial Consultants, LLC is an independent registered investment advisory firm (RIA) helps busy individuals organize, understand and manage financial resources to achieve their life goals. We take the time to get to know you so that we can understand and help you define your financial priorities and future goals. We help you gather and organize all the financial details to understand your current financial situation and then we work with you to establish an individualized plan to guide you toward your future goals. We offer advice and solutions based on proven investment principles and academic research. Our expert financial planning and investment management guidance is independent and objective. As a "fee-only" firm, we don't sell products or receive commissions.