We offer meeting times by appointment in both locations, virtually or by phone.
(619) 295-9930
team@lumenafinancial.com
P. Alison Fleming, CFP®
President
619-295-9930 x201
619-295-9947
alison@lumenafinancial.com
Executive Vice President
619-295-9930 x203
miles@lumenafinancial.com
Vice President
619-295-9930 x200
britt@lumenafinancial.com
Peter B Fink, CFP®
Stockbroker
(619) 295-9930 x211
(619) 295-9947
peter@lumenafinancial.com
Client Experience Manager
(619) 295-9930 ext.214
damion@lumenafinancial.com
Senior Administrative Assistant
(619) 295-9930 x216
maddie@lumenafinancial.com
Client Care Coordinator
(619) 295-9930 x215
kailey@lumenafinancial.com
Administrative Assistant
(619) 295-9930 x210
lucy@lumenafinancial.com
Executive Assistant & Administrative Manager
619-295-9930 x205
terri@luminafinancial.com
Caresse Vera, Notary Public
Creative Director
619-295-9930 x202
caresse@lumenafinancial.com
We believe the best financial relationships start with an honest conversation about where you are and where you want to go. Reach out to schedule a discovery meeting and see if we're the right fit for your goals.
