Kevin Lum,CFP®

Finance, Wealth Management, and Entrepreneur in Los Angeles

Kevin Lum,CFP®

Finance, Wealth Management, and Entrepreneur in Los Angeles

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Kevin has has served as an executive level leader at various organizations, most in the non-profit space.

Some of the things I’m proud of include launching a network national network of religious leaders, which grew to 900 members in the first year and eventually 6,000 members in forty-nine states and eleven countries. The network worked with diverse group of Protestant, Catholic and Jewish religious leaders to educate and equip organizations to engage in the work of ending poverty.

Prior to that Kevin served, as the Assistant Director of Reaching Our Cirty, an organization that provided medical care, much needed food, legal aide and a host of other services to the poor of Oklahoma City. Also during his time there, he established and directed the United Families Project, which brought community families together for a meal, a time of fellowship and life-skills training.

Kevin is one of the leading voices on impact investing — or socially responsible investing. 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 looking for a new coffee shop and bookstore to wander around in. Kevin lives in the Silverlake neighborhood of Los Angeles, with his wife and daughter.

  • Work
    • Foundry Financial
  • Education
    • UCLA
    • Santa Clara University
    • Southern Nazarene University