Shum Financial Group - Cliff Shum, CFP
Business details
- Category
- Financial Services · Financial planner, Financial consultant, Investment service
- Address
- 2205 Harbor Bay Pkwy, Alameda, CA 94502
- Phone
- (510) 748-7462
- Website
- shumfinancial.com
- County
- Alameda County
Hours
- Monday: 8:30 AM–5 PM
- Tuesday: 8:30 AM–5 PM
- Wednesday: 8:30 AM–5 PM
- Thursday: 8:30 AM–5 PM
- Friday: 8:30 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
Financial clarity, thoughtful planning, and personal guidance: that's what we offer at Shum Financial Group - Cliff Shum, CFP. We are a financial planning and investment advisory practice based in Alameda, serving individuals and families across Alameda County and the wider East Bay.
Our work centers on helping clients organize their finances, plan for the goals that matter most to them, and manage their investments with a long-term perspective. As a CFP professional, Cliff Shum brings a comprehensive approach that considers the full picture of your financial life rather than isolated products.
We take the time to understand where you are today and where you want to go, then build a plan you can follow with confidence.
Explore our services and learn more about how we can support your goals on our website.
Our work centers on helping clients organize their finances, plan for the goals that matter most to them, and manage their investments with a long-term perspective. As a CFP professional, Cliff Shum brings a comprehensive approach that considers the full picture of your financial life rather than isolated products.
We take the time to understand where you are today and where you want to go, then build a plan you can follow with confidence.
Explore our services and learn more about how we can support your goals on our website.