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Heena H. Shah, CFP®, EA

Lighthouse Financial Services, Inc.

3000 E Birch St
No 107
Brea, CA 92821
Phone: (714) 572-8900
Fax: (714) 572-4489

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Attending College
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Retirement
  • Stocks & Bonds
  • Starting a Family
  • Long-term Care
  • Sudden Wealth
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.