Eddy H. Shum, CFP is the founder and CEO of EH Shum Financial Solutions. Eddy is a well-known retirement educator in the San Francisco Bay Area. He has conducted over 500 workshops to individuals and financial planners since 1982 and currently holds monthly financial workshops for retirees and pre-retirees all over the Bay Area.
Eddy is a member of the Institute of Certified Financial Planners, as well as the American Institute of Certified Public Accountants.
Eddy graduated with a B.A. in Accounting and an M.B.A. with an emphasis in Tax and Accounting from Golden Gate University. Along with his scholastic education, Eddy continually strives to broaden his skills in the financial arena. He has earned the marks of Certified Financial Planner which is one of the most respected marks in the financial planning industry. Besides being a Certified Financial Planner, Eddy is also a:
- Registered Financial Consultant
- Personal Financial Specialist
- Chartered Life Underwriter
He has been quoted numerous times in the San Francisco Chronicle, the San Mateo Times, the Chinese Times, and the Sing Tao. He has also been featured as a Financial Professional on Peninsula Channel 29.
When he is not at work, Eddy spends his time giving back to the community. He has served as the President of the Chinese Consolidated Benevolent Association and the Sam Yup Benevolent Association. From 1995-1996, Eddy was the diamond Charity Emperor for the Chinese Newcomers. He has also served on the Board of Self-Help for the Elderly helping them with planned gifting programs. At his leisure, Eddy enjoys traveling, Tai Chi, table tennis and spending time with his grandchildren.