George McDaniel

CFP®

Lighthouse Financial Services, Inc.

Financial Advisor

George McDaniel

CFP®

Lighthouse Financial Services, Inc.

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - George McDaniel, CFP®

(714) 572-8900

Fee-Only financial planner located in Brea, CA, serving clients locally and across the country

Meet George McDaniel

As the founding principle of Lighthouse Financial Services, Inc., and one of the early pioneers of the fee-only advisory model, George McDaniel has maintained an unwavering commitment to the client. With more than 20 years as a Certified Financial Planner®, he specializes in working with high net worth clients seeking investment management and personal wealth management advice, covering complex issues such as wealth accumulation and preservation, estate planning, charitable giving, post retirement cash flow strategies, and the difficult transition from the work force to retirement. George holds a Bachelor of Science degree in Business Administration from California State University Long Beach. He graduated from the Denver College of Financial Planning where he received his Certified Financial Planner® designation. He is a licensed tax preparer and is also a member of the Financial Planning Association® & the National Association of Personal Advisors.

George McDaniel 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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    George McDaniel 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.

Contact George McDaniel

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Office Locations:

  • 3070 Saturn St
    Ste 101
    Brea, CA 92821

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