What are the opening hours?

Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Karen Codman, AIF Lunaria Wealth Management

Home
United States
Long Beach, CA
Karen Codman, AIF Lunaria Wealth Management

Securities, insurance products, and investment advisory services offered through Osaic Wealth, Inc.

10/28/2026

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot opportunities to do more with what you have.

Track your monthly income and expenses to get a clearer view of your cash flow.

10/26/2026

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

10/23/2026

If you would like to attend this event, please go to the Events tab on our website - LunariaWealth.com and register.

10/23/2026

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

See how long a lump sum of savings could last based on your withdrawal rate and return.

10/21/2026

Is it possible to avoid a loss? Not entirely, but you can take steps to manage risk. Learn more here.

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

10/19/2026

It isn't whether you should have auto insurance - it's what kind you should have.

10/16/2026

What happens to your employer-sponsored retirement accounts when you change jobs? Find out in our latest video.

This video explores what to do with retirement accounts when you move on from your job.

10/14/2026

Considering a vacation home? 5 questions to determine if you’re ready.

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

10/12/2026

Learn the ins and outs of 529 plans before you or your student heads to college.

This article can be a helpful guide when beginning to prepare for education expenses.

10/09/2026

Do your kids have the right stuff for college?

Address

1165 E. San Antonio Drive Suite G
Long Beach, CA
90807

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.lunariawealth.com/

Alerts

Be the first to know and let us send you an email when Karen Codman, AIF Lunaria Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.