About Rob

“As the owner and principle of Lighthouse Financial, I work with individuals, families, and businesses to help them with their financial planning and wealth management needs. I guide my clients with a focus on comprehensive planning, an approach that considers all facets of a client’s financial life. The purpose of comprehensive planning is to identify how well funded the client’s financial needs and aspirational goals are, what risks their wealth is exposed to, and what measures can be taken to address risks and minimize taxes. Using the client’s plan, I match the investments for the portfolio to contribute to the success of the client’s financial life.”

-Rob Deiana, Registered Investment Advisor