Cliff Shum, CFP®

Cliff Shum, CFP®

Senior Financial Planner

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 22 years and previously worked at large institutional firms such as American Express, Financial Network Investment Corporation and Edward Jones. Today, he enjoys having his own independent firm because he is able to offer unbiased advice and always serve in his clients’ best interests. He enjoys how his relationships with his clients evolve into friendships and he loves watching the plans they create come to life.

In addition to his decades of industry experience, Cliff also holds his CERTIFIED FINANCIAL PLANNER™ designation, one of the most regarded designations in the industry. As a CFP® professional, Cliff educates himself and his clients on the ever-changing financial industry. He likes to say that if he weren’t a financial planner, he would like to teach youth in some capacity and has always believed in serving others before serving yourself.

When not in the office, Cliff can likely be found spending time with his family and friends, playing and watching ice hockey, cooking, and spending as much time as possible with his two young daughters. He is on the Board of Directors for Alameda Meals on Wheels, an organization he is passionate about and has been involved with for the last 10 years. He is also a member of the Financial Planners Association.

CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.