George D. McDaniel,  CFP<sup>&reg;</sup> - Financial Advisor

George D. McDaniel, CFP®

CEO, CCO

Lighthouse Financial Services, Inc.

3070 Saturn St, Ste 101
Brea, CA 92821
FINANCIAL ADVISOR'S WEBSITE
(855) 729-7109
(714) 572-8900

General

George McDaniel is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Lighthouse Financial Services, Inc. in Brea, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CSA, CSPG

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Retirement, Long-term Care

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Helpful Financial Planning Resources