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VerifiedInvestment Management· Founded 2021

Lighthouse Capital Planners

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction. Representative is registered with and offers only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, California, 93013,(800) 874-6910. Lighthouse Capital Planners and PlanMember Securities Corporation are independently owned and operated companies. Jared S Johnson, CA Insurance Lic #0E46349.

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HeadquartersTemecula, United StatesEmployees2(1 to 10)Founded year2021Websitelighthousecapitalplanners.comLinkedIn profileLinkedIn

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Top roles at Lighthouse Capital Planners

1 distinct titles indexed · top 1 shown.

  • 1founder & president

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