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LampPost Planning
LampPost Planning: asesoramiento financiero claro y personalizado en Oakland.
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LampPost Planning: asesoramiento financiero claro y personalizado en Oakland.
LampPost Planning en Oakland, California, ofrece asesoramiento financiero personalizado. Dustin Ma es descrito por sus clientes como un asesor de confianza y amigable, que está bien preparado, es fácil de conversar con él y está bien conectado, guiándolos a través de la elaboración de presupuestos, la gestión de deudas, la planificación de la jubilación y los objetivos de vida. Las reseñas destacan una planificación meticulosa y reflexiva y relaciones a largo plazo que alivian las cargas financieras.
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Estrategias personalizadas adaptadas a tus objetivos de vida, ingresos y situación financiera.
Planes integrales para asegurar tu futuro, incluidas opciones de jubilación anticipada.
Asesoramiento experto para organizar y reducir deudas para una mejor salud financiera.
Estrategias de inversión meticulosas para hacer crecer tu patrimonio con el tiempo.
Herramientas y apoyo para crear presupuestos sostenibles y gestionar las finanzas de forma eficaz.
Asesoría continua para eventos importantes de la vida como el matrimonio, la compra de casa o cambios de carrera.
Calificación general
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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