Founder & CEO
Foundry Financial
Kevin Lum, CFP®, is the founder of Foundry Financial, a retirement-focused advisory firm dedicated to helping frugal savers retire with confidence. His YouTube channel, Retirement Made Simple, has reached millions of viewers and is known for breaking down complex financial topics into clear, practical guidance. He lives in Los Angeles with his wife and daughter, where he splits his time between advising clients, creating content, and searching for the perfect cup of coffee.
See how a wealth management firm is putting AI to work in a real-world environment. In this session, a technology provider and client will share their implementation experience, discuss measurable outcomes, and explore the opportunities and challenges encountered throughout the process. Attendees will leave with practical insights they can apply within their own organizations.