Trusted Financial Advisor

Jeanie S H Schwarz CFP

Jeanie S H Schwarz CFP

Lumina Financial Consultants, LLC

1505 Bridgeway Ste 114, Sausalito, CA

90% Trust Score
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Compensation
Fee Only
Min. Assets
$250,000
Languages
Spanish, English
License
Not Validated

Areas of Expertise

Comprehensive Financial Planning, Investment Planning, Retirement Planning, Wealth Management, Women's Finances

Client reviews 1 published

1 Favorable
0 Unfavorable
0 Neutral
Client
May 12, 2020
Favorable

Certified Trusted Financial Advisor