Helping our clients and their families Since 1992
George McDaniel founded the firm
Early adopter of a Fee-only relational wealth management model.
Robert McDaniel became a principal owner and Senior Portfolio Manager of the firm.
Our proactive investment management process saved clients over 42% during the tech bubble crash.
Our proactive investment management process saved clients over 31% during the financial crash.
Mike Verity became a principal owner at LFS and expanded the investment management team as an experienced CFA
Achieved milestone $100M in assets under management moved to a larger location to support growing client
Achieved milestone $200M in assets under management
Recognized by Financial Advisor Magazine as one of the Top 50 Fasted Growing Registered Investment Advisors in the nation
Moved to a larger location to support growing client and staffing needs.
Guided Clients through an environment of COVID19, Protests, and Political Polarization to Protect and Grow Assets Responsibly.
A new chapter in our firm's history began! Our founder, George McDaniel, retired and proudly transitioned ownership to our existing principals, Robert McDaniel and Mike Verity.
In the face of The Pandemic Lighthouse Financial quickly pivoted, and remained steadfast to reach client’s goals
George passed the baton of ownership to firm veterans, Rob and Mike.
When a group of people become a team, there is nothing else like it. A strong, collaborative team creates a real advantage when it comes to helping you meet your financial goals.
Our Professional team
will be with you from A to Z
For 30 years, we have strived to create real relationships with each of our clients. By getting to know you and your goals, we are better able to manage your investments and help you with retirement planning. All of the members of our team are in-house, so when you call to talk to your advisor, know that they’ve been working with the other members of your team to provide you with the best possible service.
Robert G. McDaniel
Robert G. McDaniel
PRESIDENT & CHIEF OPERATING OFFICERCall Us
Rob joined the firm in 1998 and currently serves as the President and Chief Operating Officer. As a principle of Lighthouse, Rob is responsible for day-to-day management of the firm. During his long tenure, Rob has transformed the business into a true full-service wealth management firm. Over the years, he has held and supervised nearly every role in the firm, including financial planning, investment management, tax preparation, and business development. Rob holds a Bachelor of Science degree in Business Administration from the University of Phoenix.
Michael Verity, CFA
Michael Verity, CFA
VICE PRESIDENT AND CHIEF INVESTMENT OFFICERCall Now
As Chief Investment Officer at Lighthouse, Mike oversees the investment management department of the firm. His 20 years of investment management experience is focused on security analysis and portfolio management, as well as high net worth client service. Prior to joining the Lighthouse team, Mike served as an equity analyst and portfolio manager for East West Wealth Management and Bishop Street Capital Management in Honolulu. Mike is a former U.S. Army officer with overseas service in Bosnia. He holds an M.B.A. from the University of Hawaii at Manoa, and a B.A. in Economics & Government from Claremont McKenna College. He is a CFA Charter holder and member of the Orange County chapter of the CFA Institute
Muey Herman
VICE PRESIDENT
DIRECTOR OF OPERATIONS, NOTARY PUBLIC, OWNER
Muey Herman
DIRECTOR OF OPERATIONS, NOTARY PUBLIC, OWNERCall Now Schedule Now
Muey joined the firm in 2012, and has since held a variety of roles including client and staff management, compliance support, IT systems administration, human resources and training, and operational oversight. Muey is also a Notary Public. With deep experience and attention to detail, Muey is a fan favorite with our clients. She holds a Bachelor of Arts Degree in Communications with an emphasis in journalism from California State University of Fullerton.
Jayce Lowe, ChFC®
VICE PRESIDENT, WEALTH MANAGER, OWNER
Jayce Lowe, ChFC®
WEALTH MANAGER, OWNERCall Us Schedule Now
Jayce joined the firm in 2017. As a wealth manager for Lighthouse, Jayce works closely with clients to turn their financial goals into customized strategies. He brings over seven years of experience in financial planning and client service. Prior to joining Lighthouse, Jayce served as a Financial Advisor for NEXT Financial Group, LLC., a Texas-based Broker Dealer and advisory firm specializing in providing investment & financial planning solutions for individual investors. He has also served as a Financial Advisor, and Trading Manager at Lowell Wealth Management, a Broker Dealer and Registered Investment Advisor in Texas that served high net worth clients with financial planning solutions, investment management and alternative investments. Jayce holds a Bachelor’s degree in Personal Financial Planning from Texas Tech University.
Christopher Soukup, CFP®
WEALTH MANAGER
Christopher Soukup, CFP®
WEALTH MANAGERCall Us Schedule Now
Christopher has been educating clients for 14 years and helping them protect and grow their assets through investment management and financial planning. He has previously worked for several large financial institutions in both a managerial and financial advisor capacity and is committed to the fee-only advice model. Christopher received his Bachelor’s degree from California Polytechnic State University, San Luis Obispo in Business Administration and received his MBA from Western Governors University, and is CERTIFIED FINANCIAL PLANNERTM and a California Registered Tax Preparer. He has 3 primary business beliefs: Everyone should have a plan in place – goals without actions are just dreams, always adding-value to the client experience, and true success is a repeatable process that is both disciplined and process driven.
Charissa Fontillas
OFFICE ADMINISTRATOR, MARKETING ASSOCIATE, NOTARY PUBLIC
Charissa Fontillas
OFFICE ADMINISTRATOR, MARKETING ASSOCIATECall Now Schedule Now
Charissa joined the firm in 2021. With 5 years of office administration experience and 2 years of event planning experience, Charissa brings with her experience in client servicing and relations, administrative skills, and event management. She holds a Bachelor of Arts Degree in Communications with an emphasis in entertainment and tourism from California State University of Fullerton.
Diego Enriquez
JUNIOR ADVISOR
Diego Enriquez
JUNIOR ADVISORCall Now
Diego joined Lighthouse Financial as a Junior Advisor, where he supports both the advisory and administrative teams in delivering a high level of client service and financial planning support. Diego is currently completing his Bachelor’s degree in Finance at California State University, Fullerton, along with a certificate in Personal Financial Planning. He is passionate about applying a disciplined, client-first approach to financial planning and is committed to supporting clients through thoughtful analysis and strategic guidance. Diego is pursuing the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation as he continues to grow in the profession.
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Our Clients Say About Us
I have faith that the team is looking out for me, carrying out my wishes, and protecting my finances. I am grateful that everything is under one roof, you know my financial status and you handle all of my taxes year after year, making it so much easier for me.
Carol C. – (Unpaid Client, 5/24/21)
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I stay at Lighthouse Financial because of the positive investment results, individual service, excellent tax prep service, portfolio management, and personalized retirement planning.
Julia and Frank L. – (Unpaid Client, 6/3/21)
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My husband liked investing in stocks, bonds, IRA's, and all sorts of things, which I knew very little about. When he passed away, I had no idea where to start pulling all these things together or how to manage them. Someone recommended I contact Lighthouse Financial for help, and I am sure glad I did! They realized I was in no frame of mind to tackle this job and started right to work consolidating multiple accounts and making it easier to manage. They were extremely helpful and patient with me, explaining taxes, beneficiaries, and so much more. They have been handling all my investments now for six years. I am pleased to say they have exceeded my expectations in choosing investments that increased my retirement funds. I like the periodic emails discussing market downturns and strategies, and the very personal service when I call. I'm not just a number with me, but a real person they are happy to help.
Ruth M. – (Unpaid Client, 6/18/21)
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Lighthouse is very honest and concerned with my future.
David B – (Unpaid Client, 5/24/21)
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I have been very happy with Lighthouse and much prefer to be with a local financial agency to which I have direct access. Thank you for all that you do. I have recommended your company to dozens of people over the years and will continue to do so.
Dr. Dean and Marcia W. – (Unpaid Client, 5/24/21)
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I trust their financial decision on my behalf. They know what they are doing, are very easy to talk to, and I believe they really care about their clients. For more than twenty years during market fluctuations Lighthouse Financial kept my full confidence. Their investment results speaks for itself. No better place to entrust your investments. They are one of the things in my life I don't have to worry about.
Alan S. – (Unpaid Client, 5/26/21)
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Contact our team of professionals today.
ADDRESS
3070 Saturn Street, Suite 101. Brea, CA 92821