Clayton K. Shum CFP

Business details

Category
Financial Services · Financial planner
Address
533 Airport Blvd. #400, Burlingame, CA 94010
Phone
(415) 786-2254
Website
claytonshum.com
County
San Mateo County

Hours

  • Monday: 9:30 AM–4:30 PM
  • Tuesday: 9:30 AM–4:30 PM
  • Wednesday: 9:30 AM–4:30 PM
  • Thursday: 9:30 AM–4:30 PM
  • Friday: 9:30 AM–3:30 PM
  • Saturday: Closed
  • Sunday: Closed

About

Clayton K. Shum CFP helps individuals and families across Burlingame and the Peninsula plan with confidence for the years ahead. We are a certified financial planner practice offering personalized guidance on financial planning, tailored to each client's goals, circumstances and timeline.

Our approach starts with understanding where you are today and where you want to go, so every recommendation fits your own situation. We work with clients in Burlingame and nearby communities across San Mateo County, bringing a clear, thoughtful process to decisions that matter.

You can learn more about our services on our website.