Eddy Shum

Eddy Shum Email and Phone Number

CEO & Wealth Coach at EH Shum Financial Solutions @
Eddy Shum's Location
Burlingame, California, United States, United States
Eddy Shum's Contact Details

Eddy Shum personal email

n/a

Eddy Shum phone numbers

About Eddy Shum

Eddy Shum is an investment adviser representative of, and securities offered through Grove Point Investments, LLC, member FINRA/SIPC. Investment Advisory Services offered through Grove Point Advisors, LLC. Grove Point Investments, LLC & Grove Point Advisors, LLC are subsidiaries of Grove Point Financial, LLC. EH Shum Financial Solutions is not affiliated with Grove Point Financial, LLC or its subsidiaries. Eddy CA license #0809743.Check the background of Eddy Shum:http://brokercheck.finra.org/Individual/Summary/1856001Eddy is a well-known retirement educator in the San Francisco Bay area. He has conducted over 600 workshops to individuals and financial planners, and he currently holds regular financial workshops for retirees and pre-retirees throughout the bay area. His retirement seminars have been widely attended by retirees from IBM, HP, Lockheed and Stanford.He has been published numerous times as a source for professional financial advice by the SF Chronicle, the Chinese Times, Sing Tao Daily and the San Mateo Times.Eddy's goal is to help retirees and pre-retirees avoid the common mistakes most retirees make.****************Specialties: MBA with emphasis on tax and accountingCertified Financial PlannerChartered Life UnderwriterRegistered Financial Consultant

Eddy Shum's Current Company Details
EH Shum Financial Solutions

Eh Shum Financial Solutions

CEO & Wealth Coach at EH Shum Financial Solutions
Eddy Shum Work Experience Details
  • Eh Shum Financial Solutions
    Ceo, Wealth Coach
    Eh Shum Financial Solutions Feb 1983 - Present
    Eddy specializes in coaching pre-retirees and retirees on how to avoid the common mistakes that most retirees make.A Certified Financial PlannerA Personal Financial SpecialistA Chartered Life UnderwriterA Registered Financial Consultant
  • Eh Shum Financial Solutions
    Certified Financial Planner
    Eh Shum Financial Solutions Feb 1998 - Jun 2011
    Working with retirees and pre-retirees to help preserve their principal and plan for a confident retirement.

Eddy Shum Education Details

  • Golden Gate University
    Golden Gate University
    Tax And Accounting
  • Golden Gate University
    Golden Gate University
    Accounting

Frequently Asked Questions about Eddy Shum

What company does Eddy Shum work for?

Eddy Shum works for Eh Shum Financial Solutions

What is Eddy Shum's role at the current company?

Eddy Shum's current role is CEO & Wealth Coach at EH Shum Financial Solutions.

What is Eddy Shum's email address?

Eddy Shum's email address is ed****@****hum.com

What is Eddy Shum's direct phone number?

Eddy Shum's direct phone number is +165037*****

What schools did Eddy Shum attend?

Eddy Shum attended Golden Gate University, Golden Gate University.

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