Lumina Financial Consultants, LLC

Investment Advisor
in Mill Valley, CA

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About this Advisor

Jean Schwarz is a certified financial planner operating out of Mill Valley, California, with 22 years in the industry. Schwarz is on the advisory team at Lumina Financial Consultants, LLC. Throughout their career, they have worked at Harris Sbsb, Lumina Financial Consultants, LLC and Nerdwallet, Inc. Schwarz has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in California and Virginia. Lumina Financial Consultants, LLC is an advisory company that has its headquarters in Mill Valley, California. It has offices in two locations and a total of six employees. It has $132 million in assets under management among its 181 client accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 181 accounts, 60% are associated with high-net-worth clients who have at least $1 million in assets. Lumina Financial Consultants, LLC offers a few services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees for financial management usually vary depending on the type of financial services provided. However, fee types billed by Lumina Financial Consultants, LLC most likely include any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations


Years of Experience

22 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others



Office Location

100 Shoreline Highway Suite 100B
Mill Valley, CA 94941

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Lumina Financial Consultants, LLC Brokerage Details

Total Assets Under Management


CA Average: $7,578,581,321
Total Number of Employees


CA Average: 43
Total Number of Accounts


CA Average: 3,727
Average Account Size


CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Jean Schwarz Work History

Jean has 22 years of experience.

2012 - Present (11 years)

Lumina Financial Consultants, LLC

2015 - 2016 (1 year)

Nerdwallet, Inc

2000 - 2012 (12 years)

Harris Sbsb


Jean Schwarz has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lumina Financial Consultants, LLC

Laurie Fried
Mill Valley, CA
Patricia Moores
Rye, NY
Hilary Tuohy
Rye, NY
Melissa Taro
Mill Valley, CA
Colette Kolanko
Alexandria, VA
Jean Schwarz
Mill Valley, CA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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