Ethan joined the Lighthouse Financial Planning family in 2012 (Lighthouse was subsequently merged into Lake Tahoe Wealth Management in 2016). He graduated from Golden Gate University’s Ageno School of Business with a Masters of Science in Financial Planning. Ethan was recognized by the faculty at Golden Gate University as the Outstanding Graduate Student in Financial Planning. Previous to his enrollment at Golden Gate University, Ethan graduated from the University of California at Davis with a Bachelor of Arts degree in Classical Civilizations.
Ethan passed the CFP® exam in 2012 and completed the experience requirement earning the CERTIFIED FINANCIAL PLANNER TM designation in 2016. He enjoys the process of working with clients and providing them with the information they need to pursue their dreams. Ethan is also an active member of the Financial Planning Association and current board member for the Northern California chapter. Ethan is also a member of the National Association of Personal Financial Advisors.
For more detailed experience information please see Ethan's LinkedIn and feel free to add him as a professional connection.