Lighthouse Financial Planning, LLC

Lighthouse Financial Planning, LLC is a Fee-Only financial planning firm dedicated to providing advice, guidance and support to its clients within the context of the client’s values and goals.

When creating the firm, James Johnson, CFP® envisioned a firm that without question served the client's best interest. The goal was to provide the most objective and knowledgeable advice possible while keeping the client's best interests as the primary focus. This was reflected in his choice to be one of the areas first Fee-Only, NAPFA Registered financial advisors in the greater Sacramento metropolitan and central valley areas. In early 2009 Debbie Grose, CFP® became a Member in the firm's ownership and currently Jim and Debbie serve as Managing Members.

Today Lighthouse Financial Planning, LLC is a direct reflection of Jim's vision. We strongly support and adhere to the fiduciary standard of care for our clients. LFP members demonstrate their commitment to the profession by actively teaching, mentoring and participating in the profession’s leading associations and organizations as detailed below in their bios.

James R. Johnson, CFP^®

^{Jim's approach is to know his client's goals, concerns, and experiences well enough to give them the advice they would give themselves if they had his depth of background, education and experience. His clients describe him as caring, open, and straightforward, as well as providing financial strategies that perform well. In financial planning since 1981, Jim chose to become a "Fee-Only," NAPFA-Registered Financial Advisor in 2000. He is also a popular and entertaining speaker on a variety of financial topics.

He was awarded the 2000 Financial Planning Association Northern California Chapter “Outstanding Service Award for Advancing the Vision of the FPA,” and was named "CERTIFIED FINANICAL PLANNER™ of the year in 1997" by the Sacramento Society of the Institute of Certified Financial Planners.

In addition to holding the CFP® certification, Jim holds a BA in Accounting from California State University at Sacramento. Jim has been an instructor in UC Davis Extension's Personal Financial Planning Certificate Program and also retired Adjunct Faculty at the College of Financial Planning in Denver, Colorado. Jim is the only Past President of both the Sacramento Society of the Institute of Certified Financial Planners and the Sacramento Chapter of the International Association for Financial Planning. Jim currently serves as a mentor for the Financial Planning Association’s Residency Program and served many years on the Career Development Committee. He has been called by his peers, a "Career Development Champion."

Jim is active in Kiwanis, and is past Lt. Governor of Division 44 and past President of the Sacramento Suburban Kiwanis Club. Visit Jim atLinkedIn}

^{Want to contact Jim? Email him at: jim.johnson@lighthousefinancialplanning.com}

^{Debbie Grose, CFP®}

^{Debbie joined Lighthouse Financial Planning, LLC in 2007. Her educational background includes a bachelors of science degree in accounting from California State University, Sacramento; a certificate in Personal Financial Planning from the UC Davis, Extension; and, graduation from the Financial Planning Association's (FPA) Residency program.}

^{Debbie is passionate about the importance of the financial planning process in everyday life and the fiduciary standard of care. Her commiment to the financial planning profession is evidenced by her volunteer activities within the profession. She is active in the FPA both locally and nationally serving as the the FPA Northern California Chapter's Career Development Director and sitting on both the National Career Development Committee and the Professional Development Advisory Group. Debbie is a founding member of the FPA's Mid-Profession and Career Transition planners (MPACT) community of interest and she currently serves as the Career Transition Chair for the national group. One of her favorite groups is her study group. The study group consists of a handful of financial planners from around the county created for the purpose of studying, discussing and exploring all topics financial planning related.}

^{Debbie's experience prior to her career as a CFP® includes more than twelve years of financial and operations experience at the City of Woodland where she was Assistant Finance Director; forming and operating a successful investment club; and, consulting with several other municipalities on financial operation issues. For more details visit Debbie on LinkedIn.}

Want to contact Debbie? Email her at: ^{debbie.grose@lighthousefinancialplanning.com}

^{Jeanette Salmon}

^{Client Service Coordinator}

^{Jeanette joined Lighthouse Financial Planning in 2007. She prides herself in quality client service and brings with her many years of administrative, banking and financial experience. She also owned and operated a medical transcription company.

Jeanette not only works closely with clients, advisors and custodians to ensure all client needs are exceeded, she also handles our office administration. She can assist you in most of your service needs, including but not limited to establishing new accounts, account distributions and account maintenance. Her attention to detail and accuracy is unparalleled.}

^{Want to contact Jeanette? Email her at: jeanette.salmon@lighthousefinancialplanning.com}

Who We Are

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