33 N Central Avenue
Lighthouse Financial Planners & Advisors LLC is headquartered in the heart of the beautiful Rogue Valley in Southern Oregon.
Our mission is to light your way to purpose and prosperity with comprehensive financial planning & investment management that puts relationships first while creating a financial plan you can feel really good about.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Michal helps her clients plan and manage financial resources from a holistic viewpoint. She holds the prestigious CERTIFIED FINANCIAL PLANNER™ designation, FINRA Series 7 and 66 registrations, as well as the State of Oregon and...
Client Experience Coordinator
Walter Payton Slate is a registered Emotional Support Animal & prides himself in his ability to promote client satisfaction.He loves to help reduce the stress that financial matters often bring to the surface. He enjoys...
Licensed Sales Assistant
Mason is a University of Oregon alumni with his bachelor's and master's degrees in Economics. He is passionate about educating his clients on investments and financial planning strategies.
Giancarlo has over 22 years of experience in the financial services industry, working for such organizations as Wells Fargo, Ameriprise Financial, and Waddell and Reed. He holds his Series 7, 24, 66, and his California Life and Health...
Portfolio Management Associate
Whether you are investing to build wealth, protect your family, or preserve your assets, we focus on the big picture: your needs, wants, and long-term goals.
We have years of experience in financial services. We can help you address the needs of today and for many years to come.
We look forward to working with you.