Lighthouse Financial Services, Inc.

At Lighthouse Financial we believe that the pathway to your success begins with the ability to harness resources and intellectual expertise in order to design a financial strategy specifically for you. We also know that long-term relationships require transparency, integrity, and respect. This is why we are among a select group of firms which hold the designation of "FEE-ONLY." This means that we DO NOT receive commissions or back-end benefits for any services or products that we recommend. So whether you need investment management, financial planning, or tax services, when you are a Lighthouse Financial client you can be assured that we are there for YOU from start to finish.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Associates at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

3070 Saturn Street, Suite 101 Brea, CA 92821 Phone: (714) 572-8900

Primary Office

3070 Saturn Street, Suite 101 Brea, CA 92821 Phone: (714) 572-8900