Jo Lum

Jo Lum is a financial coach from Vermont who specializes in helping wealthy clients navigate the emotional complexities of wealth redistribution. As a young heir herself, with her grandfather being one of the first employees of Pfizer, she draws on her personal experiences to guide others in finding meaningful ways to part with their wealth. Lum conducts monthly sessions to address the stigma surrounding wealth and encourages her clients to reflect on their values and the impact of their financial decisions.