Kevin Lum, CFP®
Login to view DISC.Founder & CEO at Foundry Financial
📍 Los Angeles, California, United States
Kevin is the Founder and CEO of Foundry Financial and host of the "Retirement Made Simple" podcast and YouTube channel. With over 15 years of experience in finance and social impact, he specializes in tax and investment planning for those nearing retirement. He holds both CFP® and Digital Assets Council certifications.
Read the full overview →Experience
7 Years
Current Role
Founder & CEO
Job Level
Leadership
Location
Los Angeles, California, United States
Personality Overview
How Kevin shows up
Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Priorities
Topics Kevin cares about
Retirement Planning
Hosts the popular "Retirement Made Simple" podcast and YouTube channel, positioning himself as a leading voice on retiring without worry.
Social Impact
Has a long history in the non-profit sector, including launching a national network to end poverty and studying Impact Investing at Santa Clara University.
Career
Work history
12-2018
Founder & CEO
Foundry Financial
In the press
Media appearances
No media yetWe could not find public media appearances for this person.
Education
2019 - 2020
Certificate
UCLA
2019 - 2019
Certificate
Santa Clara University
Social presence
Behavioral profile
DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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