Foundry Financial, LLC

Accounting & Finance · Pasadena, CA

479 South Marengo Avenue, Pasadena, CA, 91101

Phone: (213) 802-8662

Website: https://www.foundryfinancial.org/

Rated 5 from 19 reviews.

About

Foundry Financial, LLC is a finance firm located in Pasadena that provides financial advisory and management services to clients seeking professional wealth guidance. Operating weekdays from 10 AM to 5 PM, the company serves the local community with dedicated financial planning expertise.

Hours

  • Monday: 10:00 AM–5:00 PM
  • Tuesday: 10:00 AM–5:00 PM
  • Wednesday: 10:00 AM–5:00 PM
  • Thursday: 10:00 AM–5:00 PM
  • Friday: 10:00 AM–5:00 PM
  • Saturday: Closed
  • Sunday: Closed

Reviews

I'm near retirement age and started working with Foundry a few months ago - so glad to have found Kevin and his team. Probably most of us don't think much about retirement planning until the time comes, and then suddenly yikes - time to become an expert on this! The stakes feel high because the choices we make now have much effect on our 30-year retirement. The folks at Foundry are clearly retire… — Michele Weir
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, transparenc… — Normandy Robertson
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… — Jeff Hart
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 lo… — Todd Brue
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… — Chris Rollison