Jeanie Schwarz, CFP
Lumina Financial Consultants, LLC
Certified Financial Planner in Mill Valley, CA
Address:100 Shoreline Hwy Ste 100B
Mill Valley, CA 94941
About Jeanie Schwarz
Jeanie Schwarz is a financial professional at Lumina Financial Consultants, LLC located in Mill Valley, California. Jeanie Schwarz holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Jeanie Schwarz provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Jeanie Schwarz100 Shoreline Hwy Ste 100B
Mill Valley, CA 94941
Phone Number:
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Website:
https://LuminaFi.com
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