
About Company
LampPost Planning is an independent financial services firm committed to building long-term financial partnerships with clients by creating detailed, customized financial plans that guide them toward their goals. The company operates on a 3S principle—Strategies, Solutions, and Service—ensuring a comprehensive approach to clients' financial situations. LampPost Planning emphasizes fiduciary responsibility, providing objective, honest, and thoughtful advice tailored to each client's unique needs. The firm offers flexible, dynamic plans that adapt to clients' changing lives and priorities, aiming to help them build wealth and knowledge in a simple and understandable way. LampPost Planning is dedicated to guiding committed clients along a clear path to achieving their life visions and financial goals.
Service Category
Area Served
Contact Info
Address
20 Knoll Ridge Way Suite 2, Oakland, CA 94619
- Phone Number(510) 992-4000
- Website https://lamppostplanning.com
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