Meet Our CFP's
Thomas Aldrich III
Financial Advisor, CFP®, EA
716-335-9071
tomaldrich3@lighthousecapital.org
The Value of Working with a CFP Professional
When it comes to your financial future, credentials matter. A CERTIFIED FINANCIAL PLANNER (CFP®) professional has met rigorous education, examination, experience, and ethical requirements designed to ensure they act in your best interest.
At Lighthouse Capital Associates, our CFP professionals bring more than investment advice. They provide comprehensive financial planning that integrates retirement strategies, tax efficiency, insurance protection, and estate considerations into one cohesive plan.
Working with a CFP means you are partnering with someone held to the highest fiduciary standard in the industry and someone who is obligated to put your interests first at all times. Whether you are planning for retirement, navigating complex tax situations, or protecting your family’s legacy, a CFP professional helps bring clarity, structure, and confidence to every financial decision.
In short, anyone can call themselves a financial advisor, but only those who have earned the CFP designation have demonstrated the expertise and commitment it takes to deliver true financial planning excellence.