Luminary Financial Planning
Luminary Financial Planning (CRD# 169270) is a financial advisory firm headquartered in Modesto, CA. They manage $13,000,000 in 50 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management13MILLION
Total Number of Accounts50ACCOUNTS
Average Account Value$260,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Nicole Seghetti, CFP® (CRD# 4782867) is CERTIFIED FINANCIAL PLANNER™ professional and an Investment Advisor Representative. She is the founder of Luminary Financial Planning in Modesto, CA, a fee-only boutique firm serving savvy women and their families. We help unburden you by simplifying the financial planning process. Ultimately, our success lies in your financial peace of mind. Nicole has over a dozen years of experience in the finance industry. She is interested in seeing how she can help you plan for -- and achieve -- your desired future.