Shum Financial Group - Cliff Shum, CFP

Services Offered

• retirement planning
• investment management
• financial planning

About

Cliff Shum is a Certified Financial Planner (CFP®) based in Alameda, California, providing financial planning and investment guidance to clients in the area. His services include retirement planning, investment management, and personalized financial strategies tailored to individual needs. Cliff focuses on helping clients achieve their financial goals through comprehensive planning and informed decision-making. He serves a diverse clientele, including individuals and families seeking to build and manage their wealth effectively.

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