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Jeanie Schwarz, CFP®

Partner

Richmond

Client Advisory

Biography

Jeanie is a Partner and Certified Financial Planner (CFP®) in the Richmond, VA office. She is a member of the wealth management team, providing comprehensive financial planning and fiduciary investment management services to affluent individuals and families throughout Virginia, across the country, and internationally.

Prior to joining Cerity Partners, Jeanie founded Lumina Financial Consultants in 2012 with a focused mission of serving women navigating major life transitions — including divorce and the loss of a spouse — guiding them through the process of taking full ownership of their financial lives. At Lumina, she was responsible for managing client relationships, developing investment strategies, and overseeing wealth management operations. Before founding Lumina, she served as an advisor at Sullivan, Bruyette, Speros and Blayney in McLean, Virginia.

Outside the office, Jeanie is actively involved in local organizations supporting education in the Richmond community. A lifelong traveler with a passion for exploring different cultures, her greatest joy is sharing those adventures with her husband and their blended family.

Learn more about my practice.

Education

  • Masters in Business Administration from Dalhousie University in Nova Scotia, Canada
  • Executive Certificate in Financial Planning from Georgetown University
  • Bachelors of Science degree in Home Economics from Virginia Tech University

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Fellow, Institute of Canadian Bankers (FICB)
  • Co-Chair, Church Hill Association Youth and Education Committee
  • Member of The Woman's Club of Richmond Scholarship Committee
  • Former Adjunct Professor of Financial Planning with University of Virginia School of Continuing Education and Professional Studies

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James Lebenthal

Partner & Chief Market Strategist

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April 30, 2026 - Cerity Partners, a leading independent wealth management firm, today announced a multi-year partnership with the International Tennis Hall of Fame, becoming title sponsor of the…

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