Foundry: Financial Advisor in Los Angeles 2919 Acresite Street, Los Angeles, CA 90039
About the Business
Foundry is a financial advisor institution located in Los Angeles, California, specializing in helping clients prepare for a worry-free retirement. Our approach focuses on understanding each client's unique vision for their life and crafting a personalized financial plan to make that vision a reality. Unlike traditional wealth management firms, we believe in continuous engagement to ensure that your financial plan evolves with your dynamic life.
Our founder, a Certified Financial Planner™ and self-proclaimed money nerd, has a diverse background in investing, entrepreneurship, and advocacy. With a commitment to providing financial expertise with a human touch, we aim to empower our clients to take control of their financial lives.
Through our Life-Centered Planning process, we offer financial clarity at every stage of your journey, helping you feel confident about your money no matter what life throws your way. By getting organized and creating a personalized retirement plan, we help clients reduce taxes, secure their future, and optimize their portfolio for a higher expected rate of return.
At Foundry, we offer a Free Retirement Check-up to help you lower taxes and improve retirement success. Our collaborative and educational approach ensures that you have a clear roadmap for your financial future, so you can retire without worry. Financial success is a journey, and we are dedicated to partnering with you every step of the way.
Contact us at 2919 Acresite St. Los Angeles, CA 90039 or email [email protected] to schedule your Free Retirement Check-up and start taking control of your retirement today.
Photos
Location & Phone number
2919 Acresite St, Los Angeles, CA 90039, United States
Hours open
Monday:
10:00 - 17:00
Tuesday:
10:00 - 17:00
Wednesday:
10:00 - 17:00
Thursday:
10:00 - 17:00
Friday:
10:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Kevin and Foundry has been an absolute blessing for me. His knowledge and passion for helping his clients is unmatched. His commitment to his clients is impeccable. You can absolutely trust him to give you the best service, advice and direction 24/7. And I’m not just saying that, it’s the truth. Because of him I feel my sons will be in good hands once I’m no longer around to guide them. And my two year old Grandson is already on his way to a prosperous future because of Kevin’s commitment to my whole family!"
"Kevin has been an extremely helpful and knowledgeable financial advisor. His rates are far below what I was quoted elsewhere in Los Angeles and frequently goes above and beyond to help or answer any questions I have."
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