A complete list of active advisors currently associated with Lighthouse Financial Services Inc

Warmer can help you find a great advisor at Lighthouse Financial Services Inc or one who fits your needs even better.

Lighthouse Financial Services serves individual and high‑net‑worth clients as well as pension and other institutional accounts, offering discretionary portfolio management, financial planning, pension consulting, and tax preparation. The firm charges percentage‑of‑AUM investment fees and also provides an Annual Financial Guidance service for clients below its investment minimum. The firm’s investment process combines a top‑down macroeconomic view with bottom‑up security selection and places notable emphasis on asset allocation across a wide set of model strategies. Its brochure documents detailed model strategy descriptions and historical asset‑class allocation targets (for approaches such as Dividend Growth, Growth, and multiple fixed‑income strategies) that guide portfolio construction. Distinctive aspects include a multi‑office advisory platform and a program of free educational seminars and workshops for clients and prospects, together with in‑house tax preparation and pension consulting that extend beyond typical portfolio management. The brochure also discloses that the firm provides advice on non‑securities matters (for example, insurance), reports Assets Under Advisement equal to its AUM, and outlines related referral and conflict disclosures.

To learn more about the advisors currently working at Lighthouse Financial Services Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Lighthouse Financial Services Inc's office locations.

Name	Location	Years of experience
Jayce Lowe	Brea, CA	13
Robert Mcdaniel	Brea, CA	27
Christopher Soukup	Brea, CA	18
Michael Verity	Brea, CA	15

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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