Kathy Lum, AIF®

Senior Wealth Manager

Kathy Lum - Investment Manager | The Retirement Planning Group

Kathy Lum, AIF®

Senior Wealth Manager

Kathy Lum - Investment Manager | The Retirement Planning Group

Kathy Lum, AIF®

Senior Wealth Manager

Kathy Lum - Investment Manager | The Retirement Planning Group
Financial Advisor - 20+ Years of Wealth Management Experience | The Retirement Planning Group

Years of Industry Experience

Golfing_hobby

Enjoys Golfing

Financial Advisor | The Retirement Planning Group

Accredited Investment Fiduciary

Meet Kathy Lum

Kathy joined The Retirement Planning Group (TRPG) in 2024 as a Senior Wealth Manager, bringing over 30 years of experience in the financial services industry. Before TRPG, she served as Vice President and Senior Wealth Manager at Lee Financial Group since 2005. Kathy’s impressive career also includes her role as Branch Manager for the Kahala office of Charles Schwab.

Kathy holds the Accredited Investment Fiduciary (AIF®) designation, highlighting her commitment to fiduciary excellence and deep understanding of investment management and regulatory requirements. She believes effective financial planning goes beyond the numbers, focusing on building strong, lasting relationships with her clients. At TRPG, Kathy leverages her extensive industry knowledge to help clients navigate their financial journeys with confidence and clarity.

Outside of work, Kathy is the President of the Rotary Club of Mililani Sunrise, where she enjoys participating in community service projects. Her day starts early with a 4:45 AM workout, setting a tone of discipline and energy. In her downtime, she loves spending quality moments with her family and her fur baby, Mali.

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10 Minute Guidance Call 🤝

It's simple - you tell us where you are headed. We’ll let you know if we think we can help you get there. And if you don’t know where you are going, that’s okay. We’ll guide you in the right direction! No cost, no commitment - just guidance.


Contact Kathy Today

Phone

Office: (808) 988-8088
Cell: (808) 369-8447
Fax: (808) 988-5770

Office Address

3465 Waialae Avenue
Suite #370
Honolulu, HI 96816