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.
Daren and Kevin have both refounded their firms to leverage AI, and the results speak for themselves: over $200M in new client assets YTD through organic growth, teams that have scaled from small ensembles into organizations, AI agents that automate critical repeatable work, and much more. We’ll talk through both the tried-and-true fundamentals they’ve implemented and the new-age strategies that are powering their success as they scale.