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LampPost Planning
LampPost Planning : des conseils financiers clairs et personnalisés à Oakland.
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Business
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LampPost Planning : des conseils financiers clairs et personnalisés à Oakland.
LampPost Planning, à Oakland, Californie, propose des conseils financiers personnalisés. Dustin Ma est décrit par les clients comme un conseiller de confiance, amical, préparé, facile à aborder et bien connecté, qui les guide dans l'élaboration d'un budget, la gestion de la dette et la planification de la retraite ainsi que dans leurs objectifs de vie. Les avis soulignent une planification méticuleuse et réfléchie et des relations à long terme qui allègent le fardeau financier.
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Des stratégies personnalisées adaptées à vos objectifs de vie, à vos revenus et à votre situation financière.
Des plans complets pour sécuriser votre avenir, y compris des options de retraite anticipée.
Des conseils d'expert pour organiser et réduire les dettes afin d'améliorer la santé financière.
Des stratégies d'investissement méticuleuses pour faire croître votre patrimoine au fil du temps.
Des outils et un soutien pour créer des budgets durables et gérer vos finances efficacement.
Des conseils continus pour les grands événements de la vie tels que le mariage, l'achat d'une maison ou les changements de carrière.
Note globale
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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