Lighthouse Financial Services

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3070 Saturn St Ste 101
Brea, CA 92821
+1 (714) 572-8900
https://lighthouselink.com

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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4.09 reviews
Carmen C.
7/16/2025

les contare que yo tenia una deuda de mas de 20.000 dolares y pagaba 1000 dolares mensuales, todo se iba al interes, me recomendaron lighhouse solicion ,pague la mitad de las deudas y mi credito...

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Bonnie F.
7/10/2025

Today I worked with Janel, and she made the process easy, comfortable and helped me understand exactly what the process is. I'm looking forward to being debt free and feel a load off my shoulers...

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Ross M.
5/30/2019

We have been with Lighthouse Finance since August 2018. We've had the opportunity to work with Jayce, George, and Dustin. Everyone has been kind, thorough and knowledgeable. The firm has worked...

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Katherine R.
8/23/2021

I became a client of Lighthouse Financial in 2004, and that was the best decision I could have made for my financial health! I have been very pleased with the results of Lighthouse's management...

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Michael M.
7/10/2017

It just did not work for us. Our family income keeps increasing and we need advice. The process at Lighthouse is far too slow and the information is available on Google. We expected insight and...

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