top of page

Lum & Piazza Wealth Management Group

Recognitions

David Lum CFP®, CRPC®, CRPS®, AAMS™

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.

bottom of page
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck