Luminate Wealth Management and Insurance Services

10/15/2026

Thirty years is something worth celebrating!

Today, we’re honoring Brett and three decades of dedication to his clients, his team, and the financial planning profession.

From building Luminate alongside Robert to the relationships he’s developed with clients and colleagues over the years, Brett has made a lasting impact on the firm and the people around him.

We’re incredibly grateful for his leadership, friendship, and commitment, and proud to celebrate this remarkable 30-year anniversary with him!

10/12/2026

National Savings Day puts the focus on finding ways to strengthen your savings, whether you’re preparing for a future goal or simply looking for more financial breathing room. This article from the National Council on Aging shares five practical ways to boost your income and savings.

With the decline of company pensions and financial markets taking a hit during economic downturns, many seniors face less income than anticipated in retirement. Learn 5 ways to earn extra income.

10/08/2026

Please join us in celebrating Michelle and Irene as they mark their work anniversaries this October! Their dedication, experience, and the care they bring to their work have made a difference to our team in so many ways. We’re grateful to have you both as part of the team and hope you enjoy celebrating this special occasion. Congratulations, Michelle and Irene!

09/30/2026

Congratulations to this quarter’s Golden Lantern Award recipients, Robert Grimm, Co-Founder and Partner, and Christina Abney, Director of Human Resources!

Voted on by the Luminate team, the Golden Lantern Award recognizes individuals who make a meaningful impact on our vision, culture, and client relationships.

Robert and Christina exemplify the dedication, leadership, and care that help make Luminate what it is. Please join us in congratulating them on this well-deserved recognition!

09/24/2026

September is College Savings Month, making it a good time to think about how education expenses fit into your family’s larger financial plan.

At Luminate, we take a broader look at your goals and the strategies that can help you prepare for the future.

Learn more about the ways we can work together.

Luminate Wealth Management & Insurance Services is an office of Northwestern Mutual based in Irvine, CA. We work closely with our clients to develop customized financial plans to help reach lasting financial success.

09/22/2026

Happy First Day of Fall! As we settle into a new season, it can be the perfect time for a little reset at home. From clearing out clutter to letting go of things you no longer need, a few simple habits can make your space feel more organized and ready for the season ahead.

Professional organizers share six quick decluttering tasks that they recommend people take on every fall.

09/18/2026

Happy Birthday to Kate, Jessica, and Irene! We’re excited to celebrate all three of you this September and hope your birthday celebrations are filled with plenty of fun, laughter, and time with the people you love. We’re grateful to have each of you as part of our team and hope the year ahead is a great one!

09/14/2026

: "Risk more than others think is safe. Dream more than others think is practical." –Howard Schultz

09/10/2026

Here are seven ideas Baby Boomers can consider to help make the most of their financial resources for retirement.

09/07/2026

Today, we celebrate the contributions of workers everywhere and the role their dedication plays in building stronger businesses and communities. Happy Labor Day from our team!