Lighthouse Financial Network, LLC begins with a commitment to listening, advising, and building ongoing relationships. Affiliated with Osaic Wealth, Inc., the firm serves clients across the country with unique financial needs.
Comprised of a dedicated group of professionals with high core values and extensive experience in finance, insurance, and money management, the advisors understand clients' financial pictures, apply comprehensive strategies, and provide appropriate resources to help meet goals and objectives. The mission is to provide quality financial advice, build trust-based relationships, and develop unique solutions to help clients reach their financial goals, working with attorneys, accountants, trustees, and other professional advisors for efficient and effective financial solutions.
Affiliation with Osaic Wealth, Inc.
Extensive team of certified financial professionals
Comprehensive suite of financial services including business solutions
Services
Financial Advisory
Personalized financial guidance tailored to individual and business needs.
Tailored financial strategies for business owners.
Business growth analysisSuccession planningRetirement and estate conservationRisk management through life insurance
Credentials & Certifications
CLU
CFA
CFP
Reviews
Rating
5
★★★★★
Reviews
2
Frequently Asked Questions
What is the difference between a financial advisor and an investment advisor representative? +
A financial advisor provides comprehensive financial planning services, while an investment advisor representative focuses specifically on investment management and advice.
How does Lighthouse Financial Network, LLC protect my data and privacy? +
The company complies with the California Consumer Privacy Act (CCPA) and provides a link for users to opt-out of personal information sales.