Kyle Lum, CFP® Email & Phone Number

Kyle Lum, CFP® is a Founder, Financial Planner at Parity Capital Financial based in Las Vegas, Nevada, United States, North America. I’m dedicated to helping Lawyers and Casino & Gaming Leadership feel good about your finances. 𝗠𝘆 𝗔𝗽𝗽𝗿𝗼𝗮𝗰𝗵? Aligning your financial goals with your values and designing personalized strategies that fit your busy lifestyle and turn your professional success into lasting wealth. No judgement, no shame, no guilt, unbiased financial advice, and engaging conversation about spending, saving, investing, borrowing/debt, and retirement income. 𝗪𝗵𝗮𝘁 𝗜 𝗱𝗼: • 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗢𝗿𝗴𝗮𝗻𝗶𝘇𝗮𝘁𝗶𝗼𝗻: No more feeling overwhelmed. I’ll help you get your finances in order. • 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴: From understanding and managing your income and expenses to paying off debt. • 𝗪𝗲𝗮𝗹𝘁𝗵 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁: Whether you’re growing your wealth or preserving it for future generations. • 𝗧𝗮𝘅 𝗲𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝘁 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴: It’s important to think through tax implications and make tax considerations part of your financial decisions. • 𝗥𝗶𝘀𝗸 𝗺𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁: Managing the what if’s of life. Identifying and assessing potential risks and deciding how to respond to them. The goal is to minimize losses and improve financial performance. I have tools to help you succeed. I’ll guide you every step of the way so you can focus on what you do best. 𝗠𝘆 𝗖𝗹𝗶𝗲𝗻𝘁𝘀 They aren't just numbers on a spreadsheet. They're high-achieving professionals who understand the importance of having a plan and want personalized financial advice. Whether they're preparing for big opportunities, navigating industry ups and downs, or looking to leave a legacy, I can help you make it happen. 𝗪𝗵𝘆 𝗪𝗼𝗿𝗸 𝗪𝗶𝘁𝗵 𝗠𝗲? I don't just crunch numbers. I provide personalized financial plans that align with your ambitions. I take time to understand your money story, what you’re going through, and capitalize on opportunities. Whether you're a rising or experienced Lawyer, Casino & Gaming Leader managing million-dollar decisions, I can provide strategic financial guidance that turns potential into prosperity. 𝗚𝗲𝘁 𝗶𝗻 𝗧𝗼𝘂𝗰𝗵 Looking to level up your financial game? If you’re ready to count on someone with 20 years of experience, then I invite you to send me a message here on LinkedIn or email at 𝗸𝘆𝗹𝗲@𝗽𝗮𝗿𝗶𝘁𝘆𝗰𝗮𝗽.𝗰𝗼𝗺. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.