Kristofer van Zanten

About Kristofer van Zanten

As an independent financial services firm, we guide our clients through the hurdles of life – financial and personal, expected and unexpected, positive and otherwise.We want to make sure, that regardless of what occurs in life, our clients are able to accomplish each and every desired life vision and goal. They work hard for what they have; it is important they have something to show for it. When you work with LampPost Planning, you can expect objective and honest advice that is thoughtful, analyzed, and customized for your individual situation. Your personalized strategies and solutions will be implemented in a logical and simplified manner at a fiduciary standard.We are excited to start a strong financial partnership and work with you to accomplish all your life visions for you and your family.Securities offered through Registered Representatives of Cambridge Investment Research, Inc, a Broker/Dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Gateway Financial Advisors, LLC, DBA: Quality Life Insurance Agency. Cambridge is a partial owner of Gateway Financial Advisors, LLC.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.

Experience

1. Financial Advisor

   Lamppost Planning

   Sep 2025 — Present · Napa, CA, US

   I specialize in building long-term partnerships with clients by building financial plans. I always start with planning first, so I can accurately address the appropriate steps, strategies, and solutions that would be needed to improve the client\'s financial situation. These planning topics typically revolve around retirement, wealth management, estate planning, budgeting, debt management, education, business, and insurance.I build and manage custom investment portfolios to account for risk, return, taxes, and goals. These investments typically include mutual funds, ETFs, stocks, bonds, 401ks, 403bs, deferred compensation, pensions, and real estate, just to name a few. I also design and implement insurance policies and strategies to mitigate liability and risk while balancing budget needs. These insurances typically include life, disability, long-term care, auto, homeowners, renters, liability, and commercial.

Education

• Foothill College

  Computer Science

  2010

Skills

• Food & Beverage
• Customer Service
• Social Media
• Management
• Leadership
• Inventory Management
• Illustrator
• Restaurant Management
• Hospitality
• Time Management