Advisors at this firm
Oleksandr V
CFP®
Red Bank, NJ
Lighthouse Financial Advisors, Inc.
Oleksandr Vetoshko is a CFP® professional with seven years of experience in financial advising. He has worked at Lighthouse Financial Advisors, Inc. since 2019 and previously held roles at Lifecycle Financial Advisors, Inc. and Cambridge Connection, Inc. He also has experience in academia from Eastern Michigan University. Lighthouse Financial Advisors serves individual and high-net-worth clients, trusts and estates, and charitable organizations by providing comprehensive wealth management, financial planning, retirement-plan consulting, and optional tax-preparation services. The firm’s six-advisor team manages approximately $869 million in client assets, emphasizing client-directed investment implementation with a focus on mutual funds and ETFs.
Steven T
CFP®
Red Bank, NJ
Lighthouse Financial Advisors, Inc.
Steven Tyson is a CFP® professional with eight years of experience in the financial services industry. He has been with Lighthouse Financial Advisors, Inc. since 2018 and previously worked at The Financial Consulate and Towson University. Outside of finance, he has experience with Black Bear Lake Day Camp and business mentoring. Lighthouse Financial Advisors serves individual and high-net-worth clients, affiliated trusts and estates, and charitable organizations with comprehensive wealth management and financial planning. The firm’s six-advisor team manages approximately $869 million in assets and emphasizes client-directed investment implementation, typically using mutual funds and ETFs with ongoing monitoring and periodic rebalancing.
Robert W
CFP®
Red Bank, NJ
Lighthouse Financial Advisors, Inc.
Robert Walsh is a CFP® professional with 23 years of industry experience, currently serving at Lighthouse Financial Advisors, Inc. since 1999. He is part of a six-advisor team based in Red Bank, NJ. Lighthouse Financial Advisors provides comprehensive wealth management, financial planning, retirement-plan consulting, and optional tax-preparation services to individual and high-net-worth clients, affiliated trusts and estates, and charitable organizations. The firm emphasizes collaborative investment planning, primarily allocating assets among mutual funds and ETFs, and typically manages assets on a non-discretionary basis with client-directed implementation.
Brennan G
Series 66
Red Bank, NJ
Lighthouse Financial Advisors, Inc.
Brennan Guli is a financial advisor at Lighthouse Financial Advisors, Inc. in Red Bank, NJ, holding a Series 66 designation with 16 years of industry experience. He has been with Lighthouse Financial Advisors since 2013, working as part of a six-advisor team. Lighthouse Financial Advisors serves individual and high-net-worth clients, affiliated trusts and estates, and charitable organizations with comprehensive wealth management, financial planning, retirement-plan consulting, and optional tax-preparation services. The firm emphasizes client-directed implementation and generally allocates assets among mutual funds and ETFs, managing approximately $869 million in client assets.