Lighthouse Financial Services

Lighthouse Financial Services Lighthouse Financial is a "fee-only" wealth management firm and SEC-registered investment advisor. Lighthouse Financial Services, Inc.

Our certified wealth managers offer personalized financial planning, private wealth management, and retirement strategies tailored to your needs. is a Registered Investment Advisor with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Past performance may not be indicative of future results. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

Q4 is almost here. Is your financial plan ready for the final stretch of the year? The last few months of the year can b...
09/23/2026

Q4 is almost here. Is your financial plan ready for the final stretch of the year?

The last few months of the year can be a good time to check in on your portfolio, upcoming cash needs, tax planning, retirement distributions, and beneficiary or estate plan updates.

You may not need to make big changes. Sometimes, a simple review is all it takes to make sure your financial plan still reflects your goals and priorities.

Swipe through for 5 areas worth reviewing as we head into Q4.

Have questions about your year-end planning? Our team at Lighthouse Financial is always happy to help.


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Lighthouse Financial Services is a registered investment adviser. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted.

08/06/2026

Whether you're facing a major milestone or simply planning ahead, we'd love to be part of your journey. 📞Give us a call today!
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Lighthouse Financial Services is a registered investment adviser. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted.

Wishing everyone a safe and meaningful Independence Day filled with gratitude and celebration. •••••Lighthouse Financia...
07/04/2026

Wishing everyone a safe and meaningful Independence Day filled with gratitude and celebration.
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Lighthouse Financial Services is a registered investment adviser. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted.

Today we honor the dads, grandfathers, and father figures who inspire, guide, and support us every single day. Happy Fat...
06/21/2026

Today we honor the dads, grandfathers, and father figures who inspire, guide, and support us every single day. Happy Father's Day 💙🎊
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Lighthouse Financial Services is a registered investment adviser. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted.

On Juneteenth, we celebrate freedom, honor resilience, and reflect on the ongoing pursuit of opportunity for all.•••••Li...
06/19/2026

On Juneteenth, we celebrate freedom, honor resilience, and reflect on the ongoing pursuit of opportunity for all.
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Lighthouse Financial Services is a registered investment adviser. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted.

We are halfway through the year, and it’s a perfect time to review, reset, and refocus on your financial goals. Whether ...
06/17/2026

We are halfway through the year, and it’s a perfect time to review, reset, and refocus on your financial goals.

Whether you're planning for retirement, building wealth, or simply looking for greater financial confidence, now is a great time to evaluate where you stand and where you want to go.

If you'd like to discuss your goals and explore opportunities for the second half of the year, let's schedule a brief introductory call.

📞 Call us at (714) 572-8900 or send us a message to get started.
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Lighthouse Financial Services is a registered investment adviser. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted.

Remembering and honoring the brave men and women who made the ultimate sacrifice •••••Lighthouse Financial Services is ...
05/25/2026

Remembering and honoring the brave men and women who made the ultimate sacrifice
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Lighthouse Financial Services is a registered investment adviser. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted.

Happy Mother's Day to the women who inspire us every day. 💐🥰 •••••Lighthouse Financial Services is a registered invest...
05/10/2026

Happy Mother's Day to the women who inspire us every day. 💐🥰
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Lighthouse Financial Services is a registered investment adviser. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted.

A tax law signed on July 4, 2025 has raised questions for many retirees. Despite the headlines, the legislation is less ...
01/24/2026

A tax law signed on July 4, 2025 has raised questions for many retirees.

Despite the headlines, the legislation is less about sweeping change and more about preserving the tax rules retirees already rely on, while adding a temporary deduction for individuals age 65 and older through 2028.

At Lighthouse Financial, we’ve broken down what actually matters, what didn’t change, and where planning opportunities may exist—without the noise.

👉 Read our full overview here: https://www.lighthouselink.com/blog/what-the-one-big-beautiful-bill-really-means-for-retirees-and-investors/


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Lighthouse Financial Services is a registered investment adviser. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted.

Your financial plan should reflect more than just numbers, it should reflect your purpose. Let’s make sure your plan is ...
01/09/2026

Your financial plan should reflect more than just numbers, it should reflect your purpose. Let’s make sure your plan is aligned with what matters most.
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Lighthouse Financial Services is a registered investment adviser. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted.

Address

3070 Saturn Street 101
Brea, CA
92821

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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