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 and reading.

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

Submit
Submit

This Office

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