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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

Minus sign iconPlus sign icon
  • United States Of America
    15

Foundry Financial's Leadership

  • Stylized image of a person
    M. Z.
    Lead Financial Planner
    Mobile Phone
  • Stylized image of a person
    J. F.
    Financial Advisor
    Mobile Phone
  • Stylized image of a person
    N. H.
    Financial Planner
    Mobile Phone

Foundry Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Foundry Financial

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    M. Z.
    Lead Financial Planner
    Mobile Phone
    United StatesDelaware
    May 17, 2026
  • Stylized image of a person
    J. F.
    Financial Advisor
    Mobile Phone
    United StatesArkansas
    Apr 13, 2026
  • Stylized image of a person
    N. H.
    Financial Planner
    Mobile Phone
    United StatesFlorida
    Apr 15, 2026

Frequently Asked Questions

What is Foundry Financial known for?

Minus sign iconPlus sign iconFoundry Financial was founded in 2018 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?

Minus sign iconPlus sign iconFoundry Financial employees' email format typically follows the pattern of . 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?

Minus sign iconPlus sign iconFoundry Financial has approximately 17 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Foundry Financial's key employees and leadership?

Minus sign iconPlus sign icon

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

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

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