Your team is experienced, knowledgeable, and credentialed, including CPAs, CFP® professionals and CFA charterholders. As part of a larger organization, we, and the many advisors at Fairport Wealth, have been serving women and their families with the same programs and resources as we do now, starting over 50 years ago and remain dedicated to helping you grow your wealth to achieve your goals.
We take our commitment to helping empower women very seriously, and believe in giving back, both as a team and individually, with many of our professionals deeply involved in community and women-focused organizations.
If you are an experienced advisor who would like to learn more about joining the Luma Wealth Advisors team, please send your resume and cover letter to firstname.lastname@example.org. We are always looking for talent.