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Foundry Financial, LLC
Planification financière fiduciaire avec des feuilles de route personnalisées pour la retraite.
5(5 avis)
Business
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Planification financière fiduciaire avec des feuilles de route personnalisées pour la retraite.
Foundry Financial, LLC, basée à Pasadena, CA, est une équipe de planification financière fiduciaire dirigée par Kevin Lum. Les clients louent des conseils clairs et sans jargon, ainsi qu’un plan de retraite personnalisé aligné sur leurs objectifs, leurs besoins et leur tolérance au risque. Le cabinet propose une planification complète — de l’assurance et des impôts à l’investissement — en utilisant des outils de pointe pour aider les clients à prendre leur retraite en toute confiance et en paix d’esprit.
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Des plans financiers personnalisés qui modélisent vos objectifs de retraite, vos besoins de revenu et votre tolérance au risque pour assurer une retraite sans souci.
Des portefeuilles d'investissement personnalisés utilisant des outils modernes et des principes fiduciaires pour faire croître et protéger votre épargne.
Des stratégies visant à minimiser les impôts et à maximiser les économies de retraite grâce à une planification et des ajustements efficaces.
Évaluation des besoins en assurance, incluant l’assurance vie, la santé et les soins de longue durée, afin de protéger votre avenir financier.
Conseil axé sur le client avec une obligation légale d'agir dans votre intérêt, assurant transparence et confiance.
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!
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
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.
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....
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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