Lighthouse Financial Planning

Business Contact

Contact Information

Lighthouse Financial Planning
101 Parkshore Dr, Folsom, CA 95630
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Business Description

Lighthouse Financial Planning is a client-focused financial planning and investment advice firm that prioritizes the best interests of its clients. They begin by understanding their clients' values and goals, drafting a financial plan, and providing ongoing assistance and monitoring as life changes. Lake Tahoe Wealth Management, Inc. specializes in providing holistic financial planning and investment management services to a wide range of clients, including individuals, families, businesses, trusts, and retirement plans. They offer location-independent services, with local advisors across the United States and the ability to work with clients virtually or in person.
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Revenue: USD 500,000
Founded: 2003
Industry
Financial Services
Engaged in:
Financial advisor, Financial Planner
ISIC Codes
6619

Questions & Answers

Q1

How long has Lighthouse Financial Planning been in business?

Lighthouse Financial Planning has been in business for around 23 years.
Q2

What is the phone number for Lighthouse Financial Planning?

The phone number for Lighthouse Financial Planning is (855) 515-5896.
Q3

Where is Lighthouse Financial Planning located?

Lighthouse Financial Planning is located at 101 Parkshore Dr, Folsom, CA 95630.
Q4

What days are Lighthouse Financial Planning open?

Lighthouse Financial Planning is open Mon–Fri 9 AM–5 PM; closed Sat–Sun.
Q5

Is there a primary contact for Lighthouse Financial Planning?

James R. Johnson (Principal) at Lighthouse Financial Planning.
Q6

Are there other contacts associated with Lighthouse Financial Planning?

We have 3 additional contact(s) for Lighthouse Financial Planning. They include: G. Debbie, Richard Dee & Ethan Aaron Green.
Q7

What is the web address (URL) for Lighthouse Financial Planning?

The website for Lighthouse Financial Planning is www.laketahoewealthmanagement.org.
Q8

What are the annual sales for Lighthouse Financial Planning?

Lighthouse Financial Planning has annual sales of approximately USD 500,000.
Q9

Does Lighthouse Financial Planning have somewhere to park?

Yes, Lighthouse Financial Planning has a parking lot available.
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Historical Information

Old business websites and emails that no longer exist, informational purposes only.
info@lighthousefinancialplanning.comdebbiegrose@lighthousefinancialplanning.comjeanette.salmon@lighthousefinancialplanning.comdebbie.grose@lighthousefinancialplanning.comlfpinfo@lighthousefinancialplanning.comjim.johnson@lighthousefinancialplanning.comj.johnson@lighthousefinancialplanning.comethan.green@lighthousefinancialplanning.com
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Additional Businesses at this Address

101 Parkshore Dr, Folsom, CA 95630
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Lighthouse Financial Planning · Youtube

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Businesses in Zip Code 95630

Businesses in 95630: 16,885
Population: 76,270
95630 Business Density Heatmap

Categories

Medical:  17%
Shopping:  16%
Professional Services:  15%
Other:  52%

Price

Moderate:  59%
Inexpensive:  29%
Expensive:  9%
Very Expensive:  3%
Other:  0%

Area Codes

916:  97%
Other:  3%

Neighborhoods

American River Canyon:  8%
Broadstone:  20%
Folsom:  15%
Willow Creek Estates South:  5%
Other:  52%
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Stats and Demographics for Zip Code 95630

Race

White:  73%
Hispanic or Latino:  9%
Asian:  7%
Black Or African American:  6%
American Indian Or Alaskan Native:  1%
Native Hawaiian & Other Pacific Islander:  0%
Other:  4%

Gender

Male:  55%
Female:  45%
Other:  0%
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