Kevin D. Lum, CFP^®

Foundry Financial is a fee-based financial advisor in Los Angele dedicated to people retire without worry. Kevin is also the host of Retirement Made Simple, a retirement podcast and YouTube channel.

About Me:

I’M A CERTIFIED FINANCIAL PLANNER™ (AND UNCERTIFIED MONEY NERD)

I’m a lifelong learner who started investing during college. I’ve always been an entrepreneur. At a young age, I started selling rocks to my neighbors (that I dug up in the front yard), marking the beginning of my entrepreneurial journey. A few years later, I launched my first business out of my parents’ garage at the age of sixteen, becoming the youngest Dish Network dealer in the country.

But, my path has taken many twists and turns, including serving as an anti-poverty advocate and the CFO of a Washington, DC based lobbying and consulting firm.

I understand that seeking financial advice can be overwhelming and finding the right advisor can be challenging. That's why I'm here to help. I know firsthand how intimidating it can be to try to navigate your financial situation on your own, but money doesn't have to be scary.

I studied impact investing and financial planning at Santa Clara University and UCLA Extension. Go Bruins! For good measure, I also have a certificate in Blockchain and Digital Assets from the New York Institute of Finance and the Digital Assets Council of Financial Professionals.

Since launching Foundry Financial, my thoughts and opinions have been featured in the Wall Street Journal, Barrons, CNBC, Reuters, Nerd Wallet, and the Associated Press.

When I'm not geeking out on evidenced-based investment strategies, you can find me hanging out with my wife and daughter in the Sliver Lake neighborhood in Los Angeles -- probably either at Home State or searching for the next great coffee shop.

Professional Associations: CFP® Professional , Digital Assets Council of Financial Professionals

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Investment Management, Real Estate, Insurance, Retirement, Startup, Succession Planning, Sudden Wealth, Personal Taxes