Meet the professionals who can help you Pursue Your Goals

 

We guide individuals and families toward their ideal retirements.

 

Meet the Team

At EH Shum Financial Solutions, clients are more than a number. The father-son team focuses on treating clients as an extension of their family. They are proud to have helped coach thousands of retirees through successful retirements while building trust and personalized relationships with all.

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Clayton Shum, CFP®, RFC®, CSA®, MSFP President

Clayton is an experienced and certified financial professional. His ultimate goal is to help clients remove the stress of the money management process to bring order to their lives.

Clayton 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™ professional, 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 ensures that their goals and time horizons are met without fail.

Clayton has coached thousands of people on how to avoid common retirement planning mistakes. He specializes in working with retirees and those just about to retire, guiding them through not only preserving their principal but also ensuring that their money lasts throughout retirement.

Prior to joining EH Shum Financial Solutions, Clayton worked with established organizations such as U.S. Bank, Northwestern Mutual and New York Life. He obtained his bachelor’s degree from the University of San Francisco and his master’s in financial planning from Golden Gate University. In addition to being a CERTIFIED FINANCIAL PLANNER™ professional, Clayton is a Registered Financial Consultant and Certified Senior Advisor.

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

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Eddy Shum, CFP®, PFS, MBA, CLU, RFC® Founder and CEO

Eddy is the founder and CEO of Peak Retirement Inc. DBA EH SHUM Financial Solutions. Eddy started out as a Certified Public Accountant. He established his business in 1982, and after 7 years of building a very successful accounting practice, he discovered financial planning was his true calling and became a Certified Financial Planner. Eddy is a member of the Institute of CERTIFIED FINANCIAL PLANNER™ professional, as well as the American Institute of Certified Public Accountants.

Eddy is a well-known retirement educator in the San Francisco Bay Area. He has conducted over 500 workshops to individuals and families. His retirement seminars have been widely attended by retirees from Pacific Bell, AT&T, PG&E and Chevron. Eddy helps people avoid the common mistakes made by most retirees and has counseled hundreds on how to avoid these pitfalls.

Eddy graduated with a B.A. in Accounting and an M.B.A. with emphasis in Tax and Accounting from Golden Gate University. Along with his scholastic education, Eddy continually strives to broaden his skills in the financial arena. He has earned the CERTIFIED FINANCIAL PLANNER™ professional certification, which is one of the most respected certifications in the financial planning industry. Besides being a CERTIFIED FINANCIAL PLANNER™ professional, Eddy is also a:

  • Certified Public Accountant
  • Registered Financial Consultant
  • Personal Financial Specialist
  • Chartered Life Underwriter

Eddy has also been quoted numerous times by the SF Chronicle and the Chinese Times and was admitted into the "1993 Who's Who Registry of Global Business Leaders."

Eddy has been a member of the Million Dollar Round Table for over 10 years and has received the Top of the Table award for 10 consecutive years. Eddy has received the Golden Dragon Award, given by the Worldwide Chinese Life Insurance Congress, 10 times in recognition of his exceptional knowledge and expertise. He is the only planner in the United States with this record of achievement.

When he is not at work, Eddy spends his time giving back to the community. He has served as the president of the Chinese Consolidated Benevolent Association and the Sam Yup Benevolent Association. In 1997, Eddy was the diamond Charity Emperor for the Chinese Newcomers. He has also served on the Board of Self-Help for the Elderly, helping them with planned gifting programs.

Ready to Take The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at 650.373.0088.