An official bio...

 
KevinLumBio.jpeg
 

From selling rocks to opening a business in his parents’ garage to becoming the youngest Dish Network dealer, it was clear that Kevin has always been an entrepreneur.

After deciding to leave the for-profit world, he discovered a new passion working as an executive for an organization that focuses on providing medical care, food, and legal aid among other services to help the under-served and impoverished in Oklahoma City. From there, he joined Sojourners and launched a national network of faith leaders with the goal of reducing poverty. The network grew to 900 members in the first year and eventually to 6,000 members across forty-nine states and eleven countries.

While working to make the world a better place, Kevin couldn’t shake his passion for personal finance, investing, real estate, and helping people find the freedom to live their life with purpose. When his father died in 2015, he went to help his mother find an advisor to sort out her finances. Instead of a helping hand, he found an industry of financial advisors dominated by glorified salespeople working on commission — pushing products that were not in his mother’s best interest.

Disappointed with the options, Kevin took matters into his own hands and launched a wealth management firm, Foundry Financial, that specializes in helping people retire without worry.

Kevin is one of the leading voices on retirement planning, with a special emphasis on reducing taxes and planning for retirement income.

He studied impact investing and financial planning at Santa Clara University and UCLA Extension. Go Bruins!

Kevin’s curiosity is always leading him towards new opportunities and chances to expand his knowledge. When he is not helping people improve their financial lives, you can find him volunteering as a barista at his churches coffee shop or hanging out in the Silverlake with his wife and daughter.