Broker Check

Meet the Team

At our firm, we have the client—and only the client—in mind.

Our journey as financial professionals is fueled by a deep personal connection, having witnessed friends and family struggle to secure proper guidance for their financial future. With a blend of personal finance understanding and professional training, we confidently help individuals better prepare for what lies ahead. Over the years, we've earned a reputation for simplifying financial education, making it accessible for pursuing objectives. 

At our firm, we have the client—and only the client—in mind.

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

(760) 731-0489

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.

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Brianna Jones

Client & Community Outreach Coordinator


Brianna Jones, Client & Community Outreach Coordinator for Lighthouse Capital Planners, was born in Southern California and has been in Temecula since 2001. Prior to joining the team at Lighthouse Capital Planners, Brianna worked as...
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Chloe Kaas

Advisor Assistant



Chloe Kaas is an integral part of the Team at Lighthouse Capital Planners.  Beginning as the Client and Community Outreach Coordinator, she lead client and prospect engagement.  Chloe recently moved to Honolulu, Hawaii to go...

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Client Centered

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.