Lighthouse Financial Services
THE FACE OF WEALTH MANAGEMENT
Creating Roadmaps for Success
In an industry where anyone can call themselves a financial planner, the experienced experts at Lighthouse Financial Services “walk the talk,” boasting the most respected industry credentials, including the CERTIFIED FINANCIAL PLANNER ™ and Chartered Financial Analyst designations. With a well-rounded team that includes a Certified Public Accountant and three tax preparers, Lighthouse Financial emphasizes that it’s not what you earn, it’s what you keep— that impacts your financial security.
“We serve as true wealth managers and financial advisors to our clients. This means helping clients succeed across all the dimensions of life—from planning to tax management to investing—in a coordinated collaborative team approach, ” says Robert McDaniel, President & Principal Owner.
Lighthouse Financial is known for providing flexible wealth management services which include active stock and ETF investment management, comprehensive and laser financial planning, and tax preparation services. But what makes them truly unique is their Fee Only structure, meaning they hold a fiduciary standard to put the needs of their client’s first. “We don’t accept commissions, take any back-end benefits, or receive hidden compensation for the products and services we recommend,” notes McDaniel.
With accountability at the center of the firm’s core values, Lighthouse Financial custom-designs investment portfolios for each client, and personally manages them using an active, flexible approach that aims to protect capital and grow it responsibly.
“Our financial success is directly connected to the long term relationships that we develop with our clients and the quality of our advice. As a Lighthouse Financial client, it’s our goal to keep you in the driver’s seat to your own financial success. ”
Lighthouse Financial Services, Inc. is a Registered Investment Adviser with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training.
Lighthouse Financial Services George D. McDaniel, CFP® Founder; Robert G. McDaniel, President; Michael Verity, CFA Vice President
3070 Saturn Street, Suite 101
Brea, CA 92821
Photography by Jason Wallis Photography