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Lighthouse Financial Services, Inc. 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. We believe that investment management and wealth management are equally important to high net worth investors. These components for financial success are integrally connected and should be analyzed with the understanding that long-term success depends on how well we manage both components. Because of this, our clients experience a level of personal attention and interaction that is unparalleled by any of the big box brokerages on Wall Street. We have guided our clients through successes and adversities, up and down market cycles, while at the same time applying our time-tested investment decision process that emphasizes strategic asset allocations for each phase of the investment business cycle. Simply put, we actively seek to grow and protect your wealth over the long run. Our team of knowledgeable specialists will work with you to achieve your financial goals.

Website http://www.lighthouselink.com
Revenue $6.8 million
Employees 16 (6 on RocketReach)
Founded 1992
Address 3070 Saturn St. Suite 101, Brea, California 92821, US
Phone +1 714-572-8900
Technologies
Industry Investment Management, Business Services General, Portfolio Management, Business Services, Financial Planning, Retirement Planning, Tax Planning, Advice on the use of various types of Trusts, Estate Planning Vehicles, Risk Assessment, Stock Option Planning
Web Rank 26 Million
Competitors Fidelity Investments, Schwab Advisor Services, Vanguard, Edward Jones, Morgan Stanley, Financial Services Company, Merrill Lynch, T. Rowe Price, Raymond James, Northwestern Mutual +34 more (view full list)
SIC SIC Code 6211 Companies, SIC Code 62 Companies, SIC Code 621 Companies
NAICS NAICS Code 561 Companies, NAICS Code 56 Companies

Lighthouse Financial Questions

The Lighthouse Financial annual revenue was $6.8 million in 2026.

Robert McDaniel is the CEO of Lighthouse Financial.

6 people are employed at Lighthouse Financial.

Lighthouse Financial is based in Brea, California.

The NAICS codes for Lighthouse Financial are [561, 56].

The SIC codes for Lighthouse Financial are [6211, 62, 621].

Top Lighthouse Financial Employees

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