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Foundry Financial Employee Directory

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.

Find Foundry Financial employees' phone numbers or email addresses

Foundry Financial Global Highlights

Location
Employees

North America
15

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  • United States Of America
    15

Foundry Financial's Leadership

  • Lead Financial Planner at Foundry Financial
    M. Z.
    Lead Financial Planner
  • Financial Advisor at Foundry Financial
    J. F.
    Financial Advisor
  • Financial Planner at Foundry Financial
    N. H.
    Financial Planner

Foundry Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Other
  • Business Development

Contact profiles from Foundry Financial

Name
Title
Contact
Location
Last Update
  • Lead Financial Planner at Foundry Financial
    M. Z.
    Lead Financial Planner
    United States, Delaware
    May 17, 2026
  • Financial Advisor at Foundry Financial
    J. F.
    Financial Advisor
    United States, Arkansas
    Apr 13, 2026
  • Financial Planner at Foundry Financial
    N. H.
    Financial Planner
    United States, Florida
    Apr 15, 2026

Frequently Asked Questions

What is Foundry Financial known for?

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Foundry Financial was founded in 2018 and operates in the Financial Services industry. Explore Foundry Financial's company overview page for more information.

What is Foundry Financial's most common email format?

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Foundry Financial employees' email format typically follows the pattern of First@foundryfinancial.org. Trying to find reliable and up-to-date employee contact data? Find more Foundry Financial email formats with LeadIQ.

How many employees does Foundry Financial have currently?

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Foundry Financial has approximately 16 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Foundry Financial's key employees and leadership?

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As of August 2026, Foundry Financial's key employees include:

  • Lead Financial Planner: M. Z.
  • Financial Advisor: J. F.
  • Financial Planner: N. H.

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