Eric Olney, CFP®

Eric Olney, CFP®

 

Financial Planner

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 10 years of experience in the financial services industry with prior positions at TD Ameritrade Institutional and Girard Securities, Inc. Eric was honored with the Tina Lane Memorial Award while at Girard Securities for being the employee of the year. He also holds his CERTIFIED FINANCIAL PLANNER™ designation and FINRA Series 65 License.

After having worked in home-office positions before joining Shum Financial Group, Eric is looking forward to the joy in seeing his hard work lead to clients securing a better financial future and is excited to develop those client relationships.

Originally born and raised in Alameda, Eric is enthusiastic about his return to the Bay Area from San Diego. He's looking forward to putting down permanent roots in Alameda with his wife Taylor. While not at the office analyzing numbers and reports, he enjoys spending his time cooking, exploring the Bay Area, attending Oakland A’s games and riding his bike around the island. 

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.