The Team

The Team

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Eddy H. Shum

Founder and CEO, Wealth Coach

Eddy H. Shum, CFP is the founder and CEO of EH Shum Financial Solutions.  Eddy is a 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. In 1997, Eddy was named 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 five grandchildren.

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Clayton K. Shum

Vice President, Wealth Coach

Clayton is an experienced professional, who brings years of management and production in advisory and information and research areas, with a primary focus on financial services.  As a Certified Financial Planner™ with more than 17 years of experience, he is 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 bachelor's degree 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 a focus on protection planning. Clayton’s objective was (and still is) to remove the stress of the money management process and help clients to bring order and increased confidence to their financial situations. 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, Clayton is also a:

  • Registered Financial Consultant
  • Master's in Financial Planning
  • Certified Senior Advisor

In his free time, Clayton enjoys his family, travel and food, and is a member of an adult basketball league. 

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Angel Prudente

Client Relationship Manager

Angel has a Bachelor of Science in Management, major in Legal Management, from Ateneo de Manila University in the Philippines. She graduated in 2012, and moved to the United States shortly after. This move was not part of the plan, but made Angel flexible and versatile.

She assists in the office’s day-to-day activities from keeping the workplace intact to ensuring client’s satisfaction. She is timely, detail-oriented, and a keen observer. She values the trust and relationship the firm has with each of its clients.

Angel adores children, and spends time with her nephews and nieces at least once a month in Los Angeles. Adventure and spontaneity are a part of her life. She loves nature, and tries to be a part of it through hiking on her free time.   

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