Committed to our community, our client-centric team approach caters to diverse needs within the financial-services landscape. We invite you to experience the transformative power of our services, providing personalized attention and proactive strategies for efficient goal attainment.
At our firm, the client is our sole focus. Embracing a team approach, we navigate the complexities of the financial world to address diverse needs. Our belief in the benefits of diverse perspectives underscores our commitment to providing undivided attention to each client.
With a proactive approach, we help you develop efficient strategies to achieve your financial goals, recognizing that a one-size-fits-all strategy is not suitable for everyone.
Jared S. Johnson, CRPC
Founder, President & Financial Advisor
Jared Johnson is the Co-Founder & President of Lighthouse Capital Planners. As the Chief Investment Manager and Financial Coach, Jared oversees retirement plan design and manages all in-house investment portfolios.
Adriana Valenzuela
Administrative Assistant
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Adriana Valenzuela, Administrative Assistant for Lighthouse Capital Planners, is a Riverside County native and has lived in Temecula since 1993. Prior to Lighthouse Capital Planners, Adriana was a manager for Trader Joe’s for about ten...
Normandie Shelmon
Client & Community Outreach Coordinator
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.