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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.
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Overall rating
Christie Lee Blakley
Dustin is friendly and helpful, and whenever I have had an issue has responded quickly to adjust to accommodate my needs.
Kurt Schade
This review is still relatively early in our relationship — I’ll have a better sense of how we’re doing after a few years of working together — but so far the guidance, clear explanations, and listening to our goals and priorities have been reassuring. I feel much more confident in my financial future than I did before we began working together.
Lauren Malone
I can't recommend LampPost Planning highly enough--Dustin Ma has significant experience in the industry and is well-poised to help you manage and optimize your current financial situation, regardless of what that might be. He takes the time to understand your specific needs and will work with you to create a tailored investment approach. He's additionally always available to help when ad-hoc insurance, benefits, or tax questions come up throughout the year.
Jennifer Fullerton
I am so grateful for Dustin's help and expertise in an area where I feel generally overwhelmed and need some hand-holding. I found Dustin through a friend and I'm so glad I did, I've been happy with our sessions for many years and look forward to continuing for many years to come.
Nika Ayat
I've had a lovely experience with Dustin as my financial advisor for the past six years. He is helpful, warm, attentive, and I am grateful for his support and would recommend LampPost Planning to anyone! Thanks Dustin :)
Constance Hwong
Dustin and his team have provided valuable guidance and investment support over the past few years. I appreciate his patience, honesty, and deep-seated knowledge of the market and trends - he's really helped me demystify my finances at large!
