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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Debbie Falzone

Client Services Manager

(510) 748.7462

(510) 769.4990

Debbie began her financial services career in 1997 with Kensington Investment Group where she gained experience in the industry of real estate investment trusts. She later joined Edward Jones Investments in 2002 as an administrative...

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Eric Olney is an associate 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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