Lumina
Lumina's Overview
Lumina is a dedicated financial consultancy firm committed to providing personalized financial planning and wealth management solutions. We act as your trusted finance team, offering expert guidance on investments, retirement planning, estate planning, and risk management. Our mission is to empower clients to achieve their financial goals with clarity and confidence through bespoke strategies and a commitment to transparency, drawing on the expertise of 'Lumina Financial Consultants' (luminafc.com) as a representative model for these services.
Where is Lumina's Headquarters?
HQ Function
Primary hub for client consultations, financial strategy development, investment management, and administrative operations.
Notable Features:
Modern office suite within a professional building, designed for confidential client meetings and equipped with advanced financial technology and secure data management systems.
Work Culture:
A client-centric, collaborative, and ethical environment fostering expertise and personalized service. Team members are dedicated to continuous learning in financial markets and upholding fiduciary standards.
HQ Significance:
Strategically positioned in the affluent San Francisco Bay Area to serve a diverse clientele including tech professionals, families, and retirees. Its location facilitates access to key financial networks and talent.
Values Reflected in HQ: The office design and operations reflect Lumina's core values of professionalism, integrity, client confidentiality, and meticulous attention to detail in financial stewardship.
Location:
Lumina primarily focuses on serving clients within the United States. Our team, based in California, utilizes modern communication technologies to engage with clients across various states. While we do not maintain physical international offices, we can assist U.S. clients with international financial considerations by coordinating with a network of specialized professionals and global investment platforms.
Street Address:
177 Bovet Road, Suite 600
City:
San Mateo
State/Province:
CA
Country:
USA
Lumina's Global Presence
Serves clients nationally (USA) via remote & virtual consultations
Address: N/A (Primarily remote operations beyond San Mateo HQ)
Extends Lumina's expert financial advisory reach beyond the local Bay Area, offering personalized guidance to a wider U.S. client base irrespective of their geographical location.
Buying Intent Signals for Lumina
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Executive Team of Lumina
As of April 2025, Lumina' leadership includes:
Investors of Lumina
Lumina has been backed by several prominent investors over the years, including:
Executive New Hires/Exits in the Last 12 Months
Lumina maintains a stable core leadership team focused on long-term client relationships and strategic growth. No major public announcements regarding executive hires or departures have been made in the last 12 months, reflecting continuity in its management and advisory services.
Technology (Tech Stack) used by Lumina
Discover the tools Lumina uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
Lumina Email Formats and Examples
Lumina (as represented by luminafc.com) typically uses a direct email format for its team members, commonly [first]@luminafc.com. This structure ensures that clients and partners can easily reach the intended individual.
[first]@luminafc.com
Format
scott@luminafc.com
Example
90%
Success rate
News and media
Lumina Financial Consultants Blog • February 28, 2024
Lumina Discusses Market Perspectives: Optimism Tempered with Caution
Lumina Financial Consultants published a blog post analyzing current market conditions, highlighting a cautiously optimistic outlook while advising investors on potential risks and strategies for navigating the economic landscape in early 2024....more
Lumina Financial Consultants Blog • November 28, 2023
Lumina Insights: Navigating The Bond Market Roller Coaster
Lumina provided insights into the volatile bond market, discussing factors influencing recent fluctuations and offering perspectives for investors managing fixed-income portfolios amidst changing interest rate environments....more
Lumina Financial Consultants Blog • October 10, 2023
Lumina Explores Behavioral Finance: Understanding Investor Biases
Lumina shared an article on behavioral finance, aimed at helping clients understand common investor biases and how these can impact financial decision-making, emphasizing strategies to foster more rational investment behavior....more
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