David Lum, AIFA®, CIMA®

David Lum, AIFA®, CIMA®

Managing Director

David Lum is Managing Director of our Honolulu office, helping plan sponsors manage their fiduciary risks and responsibilities while enhancing how plan participants are being served.

With over 25 years of investment and retirement plan advisory experience, David is a member of SageView’s Investment Committee as well as the Asset Allocation and Asset-Liability sub-committees.  In 2018, Financial Times listed David as among the top 401 Retirement Plan Advisors*, and the only Hawaii advisor recognized for serving the large plan market.

David earned a BBA in Finance from the University of Hawaii in Manoa. His professional credentials include the Accredited Investment Fiduciary Analyst (AIFA®) and Certified Investment Management Analyst (CIMA®) designations. David is a board member and past president of the Hawaii Children’s Cancer Foundation.

*As reported in the September 27, 2018 article on www.ft.com.