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 20 years and previously worked at large institutional firms such as...

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Elyse Sanchez

Financial Planner

(510) 748.7462

(510) 769.4990

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 Olney

Financial Planner

(510) 748.7462

(510) 769.4990

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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