Wealth Management In Brea
Our firm is here to help you gain the financial freedom you deserve.
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Our Client-Centric Approach
Our approach to serving our clients is simple: build strong, long-term partnerships that help our clients gain success in whatever way they define success. If you are tired of transaction-based financial advice, then call Lighthouse Financial in Brea.
Our goal is to wrap our arms around a client’s entire financial situation by using our knowledge to shepherd them through different life stages as efficiently and with the best results possible.
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Our Wealth Management Services
We provide a holistic approach to the three most critical financial areas of a client’s life in order to support success up to and through retirement. By creating a genuine relationship with you, our financial professionals will be better able to help you with:
- Retirement Planning
- Investment Management
- Tax Planning
Our Professional team
The advisors and employees of Lighthouse Financial have built a company culture based on the belief that the way to achieve your investment goals is by working with you individually.
As a Lighthouse client, it’s our goal to keep you in the driver’s seat to your own financial success.
Robert G. McDaniel
Michael Verity, CFA
Christopher Soukup, CFP®
Jayce Lowe, ChFC®
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ADDRESS
3070 Saturn Street, Suite 101. Brea, CA 92821