Calvin Lee

Calvin Lee

Financial Planner

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 planning began two years ago when he felt the need for his work to make a difference. As such, the focus on individuals and families in financial planning where his experience and work will make a dynamic difference was a natural fit.

Born and raised in San Francisco, Calvin has never been far from either the ocean or the mountains. When not at work, Calvin can be found enjoying the outdoors with his family either gardening, fishing, hiking or just plain lounging outdoors. Additionally, Calvin has been an avid Brazilian Jiu Jitsu practitioner for over 25 years and has been an instructor for new students for the past eight years.

Calvin is also on the Board of Directors for Wu Wei Harmony Foundation, an organization that builds schools in rural China and helps develop the underprivileged with a future. His contributions include teaching conversational English to 7th and 8th grade students the past six years.

He currently holds FINRA series 63 and 65 licenses.