Let’s Get Acquainted

The greatest impact a financial advisor provides to their clients is to enrich
their lives by helping them make informed decisions around their financial resources and goals.
We pride ourselves on our professional service and commitment
to deliver confidence to the lives of our clients

Kyle Lum, CFP®

Financial Planner

Kyle serves his clients by understanding their unique story, providing an ongoing process and being a voice of wisdom in every client’s financial decisions. Kyle’s personal commitment is to help every client have the best financial life possible with the money, resources and goals they have.

Kyle graduated with a Bachelor’s degree in Business Management from University of Nevada, Las Vegas. Kyle grew up in Maui, Hawaii and resides in Las Vegas, Nevada, with his wife, daughter, and 2 dogs.

Favorite hobbies: I enjoy working out, occasional round of golf, bowling, swimming and cooking. Over the years I’ve acquired an appreciation for learning (via reading and podcasts) which provides a great balance to my active mind.

Favorite sports team: Chicago Cubs

Favorite movie: Goonies has all the making of a great movie. Action, adventure, love, comedy, gadgets, and great lines.

Contact Kyle at kyle@paritycap.com

Kristine Wakida

Marketing Assistant

Kristine graduated from College of Southern Nevada with an Associate in Arts. Kristine grew up in Oahu, Hawaii and resides in Las Vegas, Nevada with her husband, daughter, and 3 dogs. She volunteers at A home for spot and Second chance animal rescue.

Favorite hobbies: I enjoy reading murder/mystery books, travel, and jiu-jitsu because it’s an activity my whole family does together.

Favorite sports team: New York Giants – The only sport I watch is football and love travelling to New York.

Favorite movie: Spirited Away – I really like anime and love the creator and the characters.

Contact Kristine at Kristine@paritycap.com

How does it work?

01
Learn a bit about you.

Where are you in your financial life and what are you investing for? Dream vacation? Retirement?

02
Implement your strategy

Develop a strategy to help achieve the life you want to live.

03
Ongoing engagement

Life is unpredictable. Make educated financial decisions that are relevant to your current circumstances.

Build a financial life

we’ve come to understand that although every client has specific needs,
they all want the same kind of experiences from their advisor.

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