![Kathy Lum](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profile
Ms. Kathy L.
Lum is a Senior Wealth Manager at The Retirement Planning Group LLC.
She has over 20 years of industry experience.
Ms. Lum was previously employed as a Vice President & Senior Wealth Manager by Lee Financial Group Hawaii, Inc. and a Principal by Charles Schwab & Co., Inc.
Kathy Lum active positions
| Companies | Position | Start |
|---|---|---|
Retirement Planning Group LLC
 Retirement Planning Group LLC Investment ManagersFinance Provides investment advice | Portfolio Manager-Equities | 2024-04-30 |
Former positions of Kathy Lum
| Companies | Position | End |
|---|---|---|
Lee Financial Group Hawaii, Inc.
 Lee Financial Group Hawaii, Inc. Investment ManagersFinance LFG invests in companies located in Hawaii. The firm focuses on a broad range of sectors and industries. It provides financing for buyout transactions. | Portfolio Manager-Equities | 2024-04-30 |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services | Corporate Officer/Principal | - |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
10
1st degree connections
3
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services | Finance |
Lee Financial Group Hawaii, Inc.
Lee Financial Group Hawaii, Inc. Investment ManagersFinance LFG invests in companies located in Hawaii. The firm focuses on a broad range of sectors and industries. It provides financing for buyout transactions. | Finance |
Retirement Planning Group LLC
Retirement Planning Group LLC Investment ManagersFinance Provides investment advice | Finance |
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