


Lighthouse Financial Stewards
Investment, Funds and Trusts • Naples, Florida, United States • 1-10 Employees
Company overview
| Headquarters | Naples, Florida, United States |
| Website | |
| NAICS | 5259 |
| Keywords | Trust Administration, Trust Management, Financial Consulting, Fiduciary Services, Estate Administration, Legacy Planning, Financial Guidance, Financial Stewardship, Personal Representative, Professional Trustee, Accounting & Bill Pay |
| Founded | 2024 |
| Employees | 1-10 |
Key Contact at Lighthouse Financial Stewards
Victoria Allen
Founder, Professional Fiduciary Trustee
Lighthouse Financial Stewards Email Formats
Lighthouse Financial Stewards uses 1 email format. The most common is {first initial} (e.g., j@lighthousestewards.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@lighthousestewards.com | 100% |
About Lighthouse Financial Stewards
Offering professional fiduciary services including, Professional Trustee, Personal Representative (Executor), Agent under Power of Attorney, Household Financial Management, and Professional Guardianship services. Member of the Independent Trustee Alliance www.trusteealliance.com and the American Institute of Certified Public Accountants. Member of the Knowledgeable Aging Speaker Series in Collier and Lee counties.
Lighthouse Financial Stewards revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment, Funds and Trusts industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Lighthouse Financial Stewards has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Lighthouse Financial Stewards has never raised funding before.
Lighthouse Financial Stewards Tech Stack
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Miscellaneous
Programming languages
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Frequently asked questions
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