Clayton is an experienced professional, who brings several years of management and production in advisory and information and research areas, with a primary focus on financial services. As a Certified Financial Planner and Registered Financial Consultant of fifteen years, he was responsible for wealth preservation planning and providing guidance for his personal practice and the development of growth of executive networks in insurance and financial services. Prior to joining EH Shum Financial Solutions, Clayton worked with established organizations at US Bank, Northwestern Mutual, and New York Life. Clayton obtained his Bachelors from the University of San Francisco and Master’s in Financial Planning from Golden Gate University. He began his practice in financial services in 2001, with the focus in protection planning. Clayton’s objective was to remove the stress of the money management process and help clients with bringing order and increased confidence to their financial situations.
- Retirement Planning