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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Calvin Lee

Financial Planner

510-748-7462

510-769-4990

Calvin joins Shum Financial Group as a financial planner after spending 25 years at BlackRock as an institutional portfolio manager where his clients were that of large institutions and pension funds. His transition to financial...

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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 over 10 years of experience in the financial services...

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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, Columbia, Juliana graduated from Los Andes University,...

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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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