financial planner
Chad Kennedy,CFP®
Helping emerging executives build wealth and save on taxes.
Client testimonials
In their own words.
I started doing business with Lighthouse a little over a year ago, and they have been nothing but first class. Chad is an excellent advisor who consistently looks out for his clients best interest. I would fully recommend them to anyone who is looking to setup a plan for success.
Chad, Edith and I would like to express our thanks. It is really refreshing to work with a financial adviser who is truly interested in their client's needs, circumstances and preferences. What really impressed me was the way you took the time to get a feeling for us, your depth of knowledge, lateral thinking and your common sense approach. Your professional, ethical and caring demeanour elicits our trust and respect.
Chad is very passionate, knowledgeable, efficient and has an understanding of his clients needs! He is great to work with. We highly recommend him in any financial endeavors you may have.
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Quarterly notes on tax planning, equity compensation, and the long arc of building wealth — written for emerging executives.