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Jean Schwarz, MBA, CFP®

Lumina Financial Consultants, LLC

333 Maple Avenue, East
Number 610
Vienna, VA 22180
Phone: (703) 447-1740

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Investment Management
  • Getting Divorced
  • Government & Military
  • Retirement
  • Sudden Wealth
  • Nontraditional Households
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.