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

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

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Stephanie is an associate at Shum Financial Group, Inc. where she is responsible for the firm's administrative and business operations. She brings over 15 years of operational business experience with a specialty in marketing and...

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Juliana Valencia is an associate at Shum Financial Group, where she will be supporting the team in research and investment management. Originally from Bogotá, Colombia, Juliana graduated from Los Andes University, Colombia's top...

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