CPA, CFP®, EA, CRPC®
Lighthouse Financial Services, Inc.
Financial Advisor and Tax Specialist
Fee-Only financial planner located in Brea, CA, serving clients locally and across the country
Dustin Burns joined Lighthouse Financial Services, Inc. in 2017 to oversee the tax department. Dustin holds a Bachelor’s degree in Business Economics from UC Santa Barbara as well as a Master’s in Business Administration from Chapman University. His professional certifications include Certified Public Accountant (CPA), Certified Financial Planner (CFP®), an Enrolled Agent (EA), and a Chartered Retirement Planning Counselor (CRPC). He is a member of the Orange County Financial Planning Association and the American Institute of Certified Public Accountants. Aside from his accounting background, Dustin brings valuable experience as a previous business owner.
Dustin Burns is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Every financial firm claims to be committed to their clients’ success—but smart consumers look for firms that are built to back up their words.
At Lighthouse Financial Services, we provide objectivity, depth of service, and breadth of expertise that set us apart. Our client-centric focus lies behind concrete differentiators including:
- Running our business as an independent, fiduciary, fee-only financial advisory firm.
- Managing personalized investment strategies in-house, with a flexible and accountable investment approach.
- A team of in-house experts, including a Certified Public Accountant (CPA) and Enrolled Agent (EA), Certified Financial Planners (CFP®s), and a Chartered Financial Analyst (CFA) as part of our dedication to true wealth management.
If our firm looks radically different than most others, it's because we are structured to serve as true wealth managers and financial advisors to our clients. This means helping them to succeed across all the dimensions of their lives—from planning to tax management to investing—in a coordinated collaborative team approach.
Unlike profit-driven Wall Street firms, Lighthouse is an independent, fiduciary, fee-only firm. Our model frees us from serving any agenda other than your success. Because we’re independent and charge a fixed fee rather than sales commissions, we’re empowered to recommend only solutions that we believe are best for you. And as a fiduciary, we are legally bound to avoid or disclose conflicts of interest and put clients’ interests first.
In an industry where anyone can call himself or herself a financial planner, our team has earned the most respected credentials within the industry, including the Certified Financial Planner® and Chartered Financial Analyst® designations. In addition, our team includes a Certified Public Accountant and five licensed tax preparers. Why is this important? First, because it’s not what you earn, it’s what you keep—and our tax expertise helps you keep more. Second, because your tax return can provide valuable insight into your financial situation that can help us lead you to success.
Among Lighthouse’s core values is accountability. Our clients trust us to help safeguard their future, and in return, we believe they deserve clear communication and unflagging responsiveness.
Our investment approach grows directly from our cornerstone value of accountability. We custom-design investment portfolios for each client, and personally manage them using an active, flexible approach that aims to protect your capital and grow it responsibly. When we say that your Lighthouse portfolio is like a mutual fund built just for you, we mean it.
It’s easy for folks in the financial industry to talk the talk. But clients have the right to expect more—and at Lighthouse, we’re proud to walk the walk.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Dustin Burns is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Dustin Burns is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Dustin Burns is a Certified Public Accountant (Learn More)
Certified Public Accountants are licensed by the state and authorized by the state to practice public or private accounting. CPA licensing requirements are state specific, but typically include a bachelors degree with additional accounting coursework, successful completion of the Uniform CPA Exam, work experience, successful completion of an approved ethics course, and ongoing continuing education.
Dustin Burns is an Enrolled Agent with the IRS (Learn More)
An enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.
Contact Dustin Burns
3070 Saturn St
Brea, CA 92821
Yorba Linda, CA 92808
Irvine, CA 92606
Newport Beach, CA 92662
Laguna Beach, CA 92651
Corona Del Mar, CA 92625
Cypress, CA 90720
Costa Mesa, CA 92626
La Mirda, CA 90637
Los Angeles, CA 90017
Orange, CA 92868