Len Pang

Founder

Len Pang is a Financial Wellness Professional with over 15 years of experience helping individuals and organizations navigate complex financial decisions with clarity and confidence. He is a licensed investment professional holding the Series 6, 63, and 65 licenses, along with Life & Health Insurance licenses and the CRC® (Certified Retirement Counselor) designation.

Throughout his career, Len has worked directly with employees, plan sponsors, and financial professionals to improve retirement readiness, increase financial confidence, and deliver education that drives measurable results. He has partnered with leading retirement plan providers, including Great-West, Prudential Financial, and Empower, supporting employees and organizations in improving retirement readiness and financial wellness.

Len specializes in retirement planning across 401(k), 403(b), 457(b) plans, IRAs, and pensions—helping individuals understand their options and make informed decisions aligned with their long-term goals.

Over the years, he has led hundreds of group workshops, one-on-one consultations, and large-scale financial education programs.

Through this experience, Len identified a critical gap: many people are motivated to improve their finances, but lack the foundational knowledge needed to take action—especially when it comes to managing day-to-day finances and creating the capacity to invest for the future.

This insight became the foundation of his work: Foundational Financial Wellness was founded.

Today, Len focuses on helping individuals connect the dots—from mastering core financial habits like budgeting and debt management to building the confidence and ability to invest for long-term goals such as retirement.

His approach is simple and practical: make financial concepts clear, actionable, and relevant—so people can take control of their financial future and achieve lasting peace of mind.