Plan for Your Financial Future,
Starting Today

Clayton is an experienced and certified financial professional. He began his career in 2001 in the wake of the dot com crash. This gave him a unique perspective on how to help individuals grow their wealth and protect their assets from unexpected downturns. This perspective was further honed during 2008 financial crisis.

As a Certified Financial Planner, Clayton is consistent in providing independent financial advice and operates under a fiduciary standard. He is highly regarded due to personalized and strategic planning for his clients, and he strives to ensure that their goals and time horizons are met without fail.

Clayton specializes in working with retirees and those just about to retire; who not only want to preserve their principal, but also aim to ensure that their money lasts throughout retirement. He has coached thousands of his clients on strategies greared towards avoiding common mistakes that some retirees make.

Prior to joining EH Shum Financial Solutions, Clayton worked with established organizations such as US Bank, Northwestern Mutual, and New York Life. Clayton obtained his bachelor's degree from the University of San Francisco and Master’s in Financial Planning from Golden Gate University. Clayton’s objective is to educate clients as to what investment philosophies are relevant to them and why they work. In addition to being a Certified Financial Planner, Clayton’s distinctions include:

• Registered Financial Consultant
• Master’s in Financial Planning
• Certified Senior Advisor

Ultimately, Clayton feels that if he can remove the stress of money management process and help clients bring order to their lives, then he is helping.

In his free time, Clayton enjoys family time with his wife, Catherine and three children. He participates in an adult community basketball league, enjoys playing badminton, fine dining, and all things Warriors.