He offers fee-based management services to a range of clients, analyzing their cash flow, managing their investment portfolios, and helping them plan for their eventual "golden years."
BURLINGAME, CA, March 01, 2024 /24-7PressRelease/ -- Clayton K. Shum has been inducted into Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.
With more than two decades of practiced experience in the financial services industry, Mr. Shum is a distinguished Certified Financial Planner, Registered Financial Consultant and Certified Senior Advisor who specializes in serving the needs of retirees and those nearing retirement. As an independent advisor with Aegis Capital Corp., Clayton K. Shum offers fee-based management services to a range of clients, analyzing their cash flow, managing their investment portfolios, and helping them plan for their eventual "golden years."
Prior to starting at Aegis, Clayton worked with established organizations such as US Bank, Northwestern Mutual and New York Life. He began his career in 2001 in the wake of the dot com crash, which 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 the 2008 financial crisis. As a Certified Financial Planner, Clayton is consistent in providing independent financial advice and operates under a fiduciary standard. Clayton prides himself on providing personalized and strategic planning for his clients and ensures that their goals and time horizons are met.
Clayton specializes in working with retirees and those just about to retire, who not only want to preserve their principal, but also ensure that their money lasts throughout retirement. He has coached thousands of people on how to avoid the common mistakes that most retirees make.
Mr. Shum previously held the roles of president, vice president and wealth coach at E.H. Shum Financial Solutions. Earlier in his career, he served as a coach with Matson Money and sat on the board of Tallships Academy. A volunteer within his community, he is a board member of the Peninsula Youth Sailing Foundation and is active with St. Ignatius High School.
Throughout his career, Mr. Shum has garnered a number of awards, including the 2012 Golden Dragon Lifetime Achievement Award from IDA and the Top of the Table Million Dollar Round Table (MDRT) Award. In a complex and often challenging industry, he credits this level of success to his consistency and his unique ability to simplify and help clients understand the financial world.
Mr. Shum holds a Bachelor of Science in business from the University of San Francisco and a Master of Science in financial planning from Golden Gate University. In the coming decade, he strives to double his Assets Under Management (AUM) and to hire junior advisors to expand his practice.
About Marquis Who's Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America®, Marquis Who's Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Marquis celebrates its 125th anniversary in 2023, and Who's Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. Marquis® publications may be visited at the official Marquis Who's Who® website at www.marquiswhoswho.com.
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