Alyssa Lum (CFP®, MBA)

Alyssa Lum focuses in the
following client markets or areas of practice:

  • AUM
  • College/Education Planning
  • Generation X
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Socially Responsible Investments

Planning Specialties

I founded Luminate Financial Planning because I am passionate about the power of planning and about helping you build a life based on what matters most to you. If you've got college-bound teenagers in your household, you are probably wondering how to pay for college and still retire someday. Together we can figure out how to balance those competing priorities.

I will work with you to simplify and take control of your financial life, then empower you to align your financial assets with your own values and goals.  

I believe that financial advice should be transparent, using a fee-only structure to minimize conflicts of interest. No commissions and no hidden fees.

 

Additional Information

My background 

I have an MBA in Finance from Georgetown University and an undergraduate degree in Business Administration from Bloomsburg University. I hold the CFP® certification and passed the Series 65 Uniform Investment Adviser exam. I worked as an associate financial advisor and wealth planner for an independent broker-dealer before launching my own practice.

I am a member of the XY Planning Network, an international affiliation of independent, Fee-Only financial planners dedicated to providing objective advice on an as-needed basis to people of all income levels. I am also a member of NAPFA.

I enjoy spending time with my husband, three children, and two cats (Mario and Daisy), as well as hiking, reading and playing on the Smash Girls tennis team.

Contact me today to learn more about how I can help you and to schedule a complimentary Get Acquainted meeting.

NAPFA Start Date

October 09, 2017

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This Office

280 Sunset Park DR Herndon, VA 20170-5219 Phone: (703) 577-2788