Brea, CA Saturn Street Office
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Lighthouse Financial Services Inc
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Firm-wide stats for Lighthouse Financial Services Inc
About
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.
Based on Lighthouse Financial Services Inc
Expertise
Based on Lighthouse Financial Services Inc
Location
3070 Saturn Street, Suite 101
Brea CA 92821
Advisors at this office
3
Advisors at this office
Christopher S
Series 63, Series 66
Brea, CA
Lighthouse Financial Services Inc
Christopher Soukup is a financial advisor at Lighthouse Financial Services Inc with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including TD Ameritrade and Fidelity. Soukup has been with Lighthouse Financial Services since 2021. Lighthouse Financial Services serves individual and high-net-worth clients, as well as pension and institutional accounts, providing discretionary portfolio management, financial planning, pension consulting, and tax preparation. The firm’s investment process combines a top-down macroeconomic view with bottom-up security selection, emphasizing asset allocation across diverse model strategies.
Jayce L
Series 66
Brea, CA
Lighthouse Financial Services Inc
Jayce Lowe is a financial advisor at Lighthouse Financial Services Inc with 12 years of industry experience. He has been with Lighthouse Financial Services since 2017 and previously worked at Next Financial Group Inc for three years. He holds the Series 66 designation. Lighthouse Financial Services serves individual and high-net-worth clients as well as pension and institutional accounts, offering discretionary portfolio management, financial planning, pension consulting, and tax preparation. The firm combines a top-down macroeconomic approach with bottom-up security selection and emphasizes asset allocation across multiple model strategies.
Michael V
CFA®
Brea, CA
Lighthouse Financial Services Inc
Michael Verity is a CFA® charterholder with 15 years of industry experience, currently serving as an advisor at Lighthouse Financial Services Inc since 2010. He works within a five-advisor team based in Brea, CA. Lighthouse Financial Services serves individual and high-net-worth clients as well as pension and institutional accounts, offering discretionary portfolio management, financial planning, pension consulting, and tax preparation. The firm’s investment approach combines top-down macroeconomic analysis with bottom-up security selection and emphasizes diversified asset allocation across multiple model strategies.
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