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Tyler B
Series 65
San Diego, CA
Lightcap Financial Group, LLC
Tyler Birch is a financial advisor at Lightcap Financial Group, LLC in San Diego, CA. He holds a Series 65 designation and has been in the industry for one year. His prior experience includes roles at CDW and positions related to education and retail. Lightcap Financial Group is a recently formed registered investment adviser serving individuals, trusts and estates, and business and retirement-plan sponsors. The firm offers discretionary portfolio management, standalone financial planning, and retirement plan consulting, utilizing a variety of analytic approaches across multiple investment instruments.
Joshua L
CFP®, Series 66
San Diego, CA
Lightcap Financial Group, LLC
Joshua Lightcap is a CFP® and holds a Series 66 designation with seven years of industry experience. He is the principal advisor at Lightcap Financial Group, LLC, where he has worked since 2025. Prior to founding his firm, he spent six years at Edward Jones. Lightcap Financial Group is a small registered investment adviser serving individuals, trusts, estates, and business and retirement-plan sponsors. The firm offers discretionary portfolio management using various analytic approaches and provides retirement plan consulting and insurance services.
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