CSA Locator - Find A Certified Senior Advisor
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Clayton Shum

Certified since 2018-05-30
Email: cshum@claytonshum.com
Phone: 650-548-2668
Location: 533 Airport Blvd. #400
Burlingame, California 94010
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Main Industry:
Financial Services
Specialty:
Business Services, Estate Planning Services, Financial Services, Investment Services
Description of Services:

We work with driven entrepreneurs and savvy millionaires to provide personalized guidance for wealth management. Clayton K. Shum CFP® offers high-end retirement and wealth management solutions tailored to your goals. Secure your financial future today.

Biographical Information:

At Clayton K. Shum CFP® Financial Services, we are committed to helping our clients achieve their retirement and financial goals through personalized attention and support. Our focus is on providing exceptional experiences to our clients and ensuring that their wealth is enjoyed without running out. We specialize in retirement income strategies, wealth management, annuities, investments, IRA/401(k) rollovers, asset protection strategies, life insurance, tax-efficient strategies, long-term care strategies, and IRA legacy planning. Our mission is to help our clients achieve their financial goals with confidence by providing them with the knowledge, expertise, and personalized attention they deserve.

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