Recognitions

David Lum CFP®, CRPC®, CRPS®, AAMSTM

Partner, Executive Managing Director
Financial Advisor

  • Forbes Best-In-State Wealth Advisors 2025

Check out the Forbes Best-in-State list here.

Previous Recognitions

  • Forbes Best-In-State Wealth Advisors 2024
  • Forbes Best-In-State Wealth Advisors 2023
  • Forbes Best-In-State Wealth Advisors 2022
  • Forbes Best-In-State Wealth Advisors 2021
  • Forbes Best-In-State Wealth Advisors 2020

Recognition award information can be found on Steward Partners’ website by clicking here.