George McDaniel (CFP®)

George McDaniel focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • College/Education Planning
  • Estate & Generational Planning Issues
  • Hourly
  • Investment Advice without Ongoing Management

Planning Specialties

As the founding principle of Lighthouse Financial Services, Inc., and one of the early pioneers of the fee-only advisory model, George 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®.

NAPFA Start Date

July 06, 2017

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This Office

3070 Saturn St Ste 101 Brea, CA 92821-6297 Phone: (714) 572-8900 Fax: (714) 572-4489