Kevin Lam

Pro Bono Financial Planner at Angel Foundation

Kevin Lam, CFP®, CPRS™, is a pro bono financial planner with extensive experience at various organizations such as Angel Foundation, AFTER INNOCENCE, WINGS FOR WIDOWS, Foundation for Financial Planning, and Family Reach. Prior to their current role, Kevin worked as a Portfolio Manager at Macquarie Group for over two decades. Kevin received their Bachelor of Arts degree in Economics from Amherst College. Additionally, Kevin participated in a Financial Planning Virtual Externship at the Financial Planning Association in 2020.

Links

Previous companies

Macquarie Group logo

Peers

View in org chart

Timeline

  • Pro Bono Financial Planner

    July, 2023 - present

A panel showing how The Org can help with contacting the right person.