Jeanie Schwarz, CFP®

Jeanie is a Partner with more than 20 years of fiduciary investment advisory and personal financial planning experience. While she calls Richmond, Virginia home, Jeanie has cultivated a significant presence in the Bay Area, the Washington DC metro area, and Northern VA, fostering robust client relationships across the country.  She uses her extensive knowledge and experience to help affluent individuals and families preserve and grow their wealth.

Prior to joining Cerity Partners, Jeanie served as a Principal with Lumina Financial Consultants where she was responsible for managing the firm’s client relationships, investment strategy and wealth management operations. Before founding Lumina Financial Consultants in 2012, Jeanie served as an advisor with Sullivan, Bruyette, Speros and Blayney, Inc. in McLean, Virginia.

Outside the office, Jeanie enjoys spending time with her family, traveling, and enjoying outdoor activities like hiking, biking and kayaking.