Foundry Financial, LLC

Name: Foundry Financial, LLC
Address: 479 South Marengo Avenue, Pasadena, CA, 91101, US
Telephone: (213) 802-8662
Price range: $$$
Rating: 5

Fiduciary financial planning with personalized retirement roadmaps.

5(5 reviews)

financial-advising

$$$

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About

Foundry Financial, LLC, based in Pasadena, CA, is a fiduciary financial planning team led by Kevin Lum. Clients praise clear, jargon-free guidance and a personalized retirement plan aligned with goals, needs, and risk tolerance. The firm offers comprehensive planning—from insurance and tax to investments—using cutting-edge tools to help clients retire with confidence and peace of mind.

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Location

479 S Marengo Ave, Pasadena, CA 91101, USA

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Information

479 South Marengo Avenue

Pasadena, CA, 91101

(213) 802-8662 www.foundryfinancial.org/

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Services

Comprehensive Retirement Planning

Personalized financial plans modeling your retirement goals, income needs, and risk tolerance to ensure a worry-free retirement.

Investment Strategy & Management

Tailored investment portfolios using modern tools and fiduciary principles to grow and protect your nest egg.

Tax Planning Optimization

Strategies to minimize tax liabilities and maximize retirement savings through efficient planning and adjustments.

Insurance Analysis & Planning

Evaluation of insurance needs including life, health, and long-term care to safeguard your financial future.

Fiduciary Financial Advisory

Client-focused advice with a legal obligation to act in your best interests, ensuring transparency and trust.

5.00 · 5 reviews

Overall rating

Jeff Hart

via Google

· 9 months ago

Kevin Lum and his team at Foundry Financial LLC is an outstanding financial advisor! From the very beginning, his communication has been exceptionally clear and straightforward—he explains complex financial concepts in a way that's easy to understand, without any jargon or pressure. What truly sets Kevin apart is how he took the time to understand our unique situation and modeled a comprehensive financial plan tailored specifically to our goals, needs, and risk tolerance. It felt truly personalized, not some one-size-fits-all approach. He's also incredibly responsive—always quick to answer questions, address concerns, and make adjustments as our needs evolve. Working with Kevin has given us tremendous peace of mind about our financial future. Highly recommend Foundry Financial and Kevin to anyone seeking a trustworthy, client-focused advisor!

Normandy Robertson

via Google

· 10 months ago

My wife and I happily recommend the services of Foundry Financial! The team, led by Kevin Lum, has been amazing to work with from the very start, and most importantly, their values, goals and mission are well aligned with ours. As a Fiduciary Financial Planning outfit, they are required to serve the customer's best interests, but Kevin and team take that to another level. The honesty, transparency, and responsiveness are the best I have seen in my anecdotal experience. When Kevin says his goal is to help 1 million people retire without worry, I really believe that, and the actions of everyone on staff at Foundry reflect that belief. Their feedback and counsel has been invaluable as my wife entered retirement this year, and we plan for my pending retirement in a few years from now. The team provides service on everything from insurance planning, tax planning, investment strategy, and considering all of the angles that one can take to affect a successful retirement. I encourage anyone looking for a comprehensive team to help prepare for and thrive in retirement to consider giving Foundry a try. I'm so much more confident that we not only have a plan now, but that we will be able to roll with whatever comes our way as we move into this next stage of our lives. Norm and Sandy Robertson

Todd Brue

via Google

· 10 months ago

Kevin is exactly like he is on YouTube, except he's 100% focusing his knowledge and energy on YOU when you meet one on one. I'm recently retired and still have my retirement concerns, but they've been 90% squelched by working with Kevin and his team to ensure our retirement picture is as expected. I know how much I can spend each month, and I literally do not worry about day to day finances as long as I stay within the guard rails provided by Kevin and his team.

Chris Rollison

via Google

· 10 months ago

After watching many of Kevin's videos on You Tube I reached out to him earlier this year. I was struck by Kevin's sincerity in presentation as well as the depth of his understanding of the retirement investment strategies out there as well as the many lifestyle challenges new retirees face. After considering several financial planners, we signed on and have been dealing with Kevin and his team at Foundry since Q2 of 2025. I'm happy to say our experience with them has been first rate. Their attention to detail in our retirement plan is exceptional and they use the latest tools and investment thinking to manage the "nest egg". Their communication is excellent and likewise their follow-ups on questions or meeting action items are immediate. Reach out and talk to Kevin and the team, you won't be disappointed....

Kurt Messingschlager

via Google

· 10 months ago

Kevin Lum (CFPA) and team are fantastic advisors. Kevin's approach and tools are cutting edge. They work with you to gather your goals and objectives. Then put together a go-forward strategy with a detailed financial plan. My on-boarding process was smooth and well organized. I highly recommend Foundry Financial!

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