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

Lighthouse Financial Services

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United States
Brea, CA
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 potenti

al for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

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.

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.

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.

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.

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.

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.

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.

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.

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.

01/01/2026

Happy New Year from the Team at Lighthouse Financial! Wishing you all a prosperous 2026. 🎆🎉
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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

Website

http://www.lighthouselink.com/

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