Elyse Sanchez, CFP®

Elyse SanchezCFP®

 

Financial Planner

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 financial services industry and has past experience working at a large insurance firm. She has always believed in doing your best in every task, no matter how large or small it is, and she lives up to this lesson at Shum Financial Group, Inc. every day.

Elyse enjoys working in her role because she is able to create relationships with people to help them pursue their goals. She always says that she loves people and getting to know them. She uses her skills and knowledge to help others when she can and learns from her clients as much as they learn from her and she finds inspiration from the people in her life. She holds her CERTIFIED FINANCIAL PLANNER™ designation, FINRA Series 66 securities license, and her California property and casualty insurance license.

Outside the office, Elyse can likely be found spending time with her family and friends, cooking, or kickboxing. She also loves to design and create things in her free time.

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.