Foundry Financial Email Format
Financial ServicesCalifornia, United States11-50 Employees
Foundry Financial is a small to mid-sized financial services firm based in Pasadena, California, offering retirement-focused wealth management. It specializes in helping frugal savers navigate tax considerations and retire with confidence by integrating retirement income strategies with tax planning and life planning. Its approach treats retirement planning as a coordinated process rather than a sole focus on investments, aiming to align clients' spending, savings, and investments with their personal priorities. The objective is to provide clarity and confidence about retirement, reducing concerns about running out of money and paying more in taxes than warranted.