LampPost Planning

LampPost Planning

Financial Services

Oakland, California 8 followers

Objectively guide committed clients along a thoughtful, simple path to building wealth and knowledge.

About us

DBA Quality Life Insurance Agency. Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge Investment Research, Inc. is not affiliated with LampPost Planning or Gateway Financial Advisers, Inc. To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com Reviews on this site may or may not be by clients of the firm. No compensation is being provided for sharing of opinions and experiences on this site. The reviewer's comments may not be representative of any other person's experience and is no guarantee of future performance or success. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided on these websites.

Website
www.lamppostplanning.com
Industry
Financial Services
Company size
2-10 employees
Headquarters
Oakland, California
Type
Self-Owned
Founded
2009

Locations

  • Primary

    20 Knoll Ridge Way

    Suite 2

    Oakland, California 94619, US

    Get directions

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