Luminate Financial Services

Financial ServicesCalifornia, United States0-1 Employees

Luminate Financial Services, doing business as eLuminate Financial Services, Inc., is a financial services firm based in Carlsbad, California. It emphasizes Life Planning, integrating clients' financial and business needs with their personal life goals through a broad range of services that includes financial and estate planning, asset management, and values-based investing.

It serves individuals and business owners seeking integrated planning across personal and corporate concerns within the financial services industry. Securities and investment advisory services are offered through Cambridge Investment Research, Inc., with Cambridge Investment Research Advisors, Inc. providing the investment advisory function; Cambridge and eLuminate Financial Services, Inc. are not affiliated. The company holds a California insurance license and has state securities registrations in Arizona, California, Colorado, Florida, and Texas.

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