Meet Shireen Daniels, CFP®, CDFA™

“Financial planning isn’t just my profession, it’s my passion. It’s what keeps me up at night, and not surprisingly, what gets me out of bed in the morning.”

Shireen Daniels is the owner of Lighthouse Financial Group. She’s a CERTIFIED FINANCIAL PLANNER® Professional who provides comprehensive planning and wealth management. Unlike most advisors, Shireen personally manages her client’s entire economic landscape, acting more like a financial concierge to help them work towards achieving their whole value. She’s passionate about creating a roadmap to success alongside her clients, ensuring they understand every step of the journey.

Shireen lives in the Bucktown neighborhood of Chicago with her husband and two children. She enjoys running on the 606 trail, rather slowly, and supporting local restaurants. Since she hasn’t met a pasta she doesn’t like, she devours those much faster.

Our Values

Vision

Our more than 10 years of experience allows us to see beyond the numbers, synthesizing countless scenarios, market trends and planning patterns to help remove the mystery out of advising. That goes for simple college or retirement planning...or complex multi-generational estate planning.

Customer Service

This goes beyond going above and beyond. We make clients feel like real people, not a number. This is concierge level service—the kind that listens, offers insight, support and education to ensure clients feel confident in their informed decisions.

Holistic Advisement

We see the forest through the trees. This means the entire investment portfolio, moving financial targets, total risk assessment, how the various accounts of each family member fit together…and more. Yes, this is fundamental for many CFP® Professionals. However, we believe we do it flawlessly.

Perspective

Less than 24% of CFP® Professionals in the US are female.* Which means of the 4,211 CFP® Professionals in Illinois, Shireen is in the minority of female advisors. We don’t treat this as our foremost brand differentiator, but it’s something to be mindful of as trends for a female financial perspective continue to grow.
* CFB Board 2020, CFP® Professional Demographics, accessed 14 October 2020

Our Partners

LPL Financial
LPL Financial (Nasdaq: LPLA) is the #1 independent Broker Dealer in the country* and a longtime partner with the advisors at Lighthouse Financial Group. LPL is known for their advisor-centric model, giving advisors total independence to choose their business model, services and technology resources. With nearly 22,000 financial advisors and 800 institution-based investment programs, LPL Financial is a market leader* dedicated to empowering advisors to succeed on their terms.

* Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2023).

IHT Wealth Management
As our Registered Investment Advisor (RIA), IHT Wealth Management provides Lighthouse with additional support in investment advice, portfolio management and financial planning.