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Foundry Financial, LLC

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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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.

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