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LampPost Planning
LampPost Planning: Clear, personalized financial guidance in Oakland.
5
Business
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LampPost Planning: Clear, personalized financial guidance in Oakland.
LampPost Planning in Oakland, CA delivers personalized financial guidance. Dustin Ma is described by clients as a trusted, friendly advisor who is prepared, easy to talk to, and well connected, guiding them through budgeting, debt management, retirement planning, and life goals. The reviews highlight meticulous, thoughtful planning and long-term relationships that ease financial burdens.
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Custom strategies tailored to your life goals, income, and financial situation.
Comprehensive plans to secure your future, including early retirement options.
Expert guidance to organize and reduce debts for better financial health.
Meticulous investment strategies to grow your wealth over time.
Tools and support to create sustainable budgets and manage finances effectively.
Ongoing advice for major life events like marriage, home buying, or career changes.
Overall rating
Kelly Jensen
Dustin has been great helping me get my tangled affairs in order. He's always ready to help me learn about finances and has never been judgy. I was referred to him by friends and have referred friends in turn, so now I have a whole friend group that goes to him!
christa palazzolo
Dustin is a wonderful advisor and has helped us get a hold of our financial situation and plan for the future. He's incredibly helpful, easy to talk to, delightful to work with, and well connected. Can't recommend enough!
Doug Timpe
Dustin has been our trusted advisor for many years and has guided us through many important financial decisions and plans for the future. He's always friendly, prepared, energetic, and eager to take the burden off our shoulders for complicated financial and life situations. We've referred him to several people and look forward to our continued relationship.
Janet fine
Dustin Ma has been our financial advisor for approximately 20 years and he’s taken us from living without a financial plan, juggling debts, kind of winging it to strictly budgeting and feeling comfortable and secure without worry about our money in our retirement! I highly recommend him to handle your financial life.
suga hickox
We are in great financial shape - and I give most of the credit to Dustin. Over the past ten+ years, he’s been meticulous and thoughtful about our finances. He’s patient and incredibly knowledgeable - even helped us retire early in our 40’s! I appreciate that he really listens and creates a custom plan to support you at every stage of life based on your specific goals. We’ve referred many of our good friends to him and they all rave about him. If you need a trustworthy, reliable and effective financial advisor, look no further! Thank you, Dustin ✨
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