Team

 

Cliff Shum, CFP®

Senior Financial Planner

(510) 748.7462

(510) 769.4990

Cliff is the founder of Shum Financial Group, Inc. and leads the business and investment decisions at the firm. He has been in the financial services industry for almost 22 years and previously worked at large institutional firms such...

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Elyse is a financial planner at Shum Financial Group, Inc., where she works with the senior financial planner, Cliff, helping with financial planning, investment management, and research. She has almost a decade of experience in the...

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Eric is a financial planner at Shum Financial Group, Inc. assisting in the financial planning, investment management and research for Shum Financial Group's clients. He brings 10 years of experience in the financial services industry...

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Jennifer is an associate at Shum Financial Group, Inc. where she is responsible for performing administrative planning, including marketing development and assisting clients with general account requests. She brings with her, five...

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