What are the opening hours?

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

Lighthouse Financial Services

Home
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.

05/25/2026

Remembering and honoring the brave men and women who made the ultimate sacrifice
•
•
•
•
•
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. 💐🥰
•
•
•
•
•
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/

•
•
•
•
•
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.
•
•
•
•
•
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. 🎆🎉
•
•
•
•
•
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.

12/25/2025

Happy Holidays from the Team at Lighthouse Financial!
•
•
•
•
•
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.

12/24/2025

This holiday season, Lighthouse Financial was proud to partner with Project Youth OC and Promise 4 Paws to give back to our community. Through our Holiday Gala, and the support of our generous clients, we helped Project Youth OC provide toys and resources to over 500 children and teens, while helping Promise 4 Paws bring some holiday joy to rescue animals in need.

A special thank you to Anaheim Feed & Pet Supply for generously donating dog goody bags for our Holiday Gala. Our guests, and their pups, loved them! 🐶💙
•
•
•
•
•
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.

11/14/2025

The end of the year is approaching, and so is the RMD deadline. Failing to take your Required Minimum Distribution can result in significant penalties, and the rules for inherited IRAs add another layer of complexity. Don't leave it to the last minute! ➡️ Contact us for help with your withdrawal strategy.

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.

11/12/2025

Just a friendly reminder that Medicare Open Enrollment is in full swing! This is a crucial time to review your plan, compare coverage options, or enroll if you're new to Medicare. Making informed choices now can significantly impact your financial health in retirement.

Ensure your healthcare coverage provides the security you deserve.

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.

11/11/2025

Today, we honor the brave men and women who have served our country. Thank you for your courage, sacrifice, and dedication.
•
•
•
•
•
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/

Alerts

Be the first to know and let us send you an email when Lighthouse Financial Services posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Lighthouse Financial Services:

Shortcuts

Want your business to be the top-listed Finance Company in Brea?