Lighthouse Financial Services is a full-service wealth management firm based in Brea, CA, dedicated to helping clients achieve financial freedom since 1992. With a client-centric approach, their team builds strong, long-term partnerships to support success in retirement through holistic financial planning, investment management, and tax planning.
Led by experienced professionals like Robert G. McDaniel, President and Chief Operating Officer, and Michael Verity, Chief Investment Officer, Lighthouse Financial provides personalized strategies and guidance to protect and grow clients' assets. Their team of wealth managers, including Christopher Soukup and Jayce Lowe, work closely with clients to create customized strategies that align with their financial goals.
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