Stephanie joined EH Shum Financial Solutions with the commitment to building lasting relationships with clients based on trust and collaboration. She will be your advocate for financial wellness and financial confidence, so you can enjoy your retirement and leave a meaningful legacy.
Prior to EH Shum Financial, Stephanie worked at JMP Securities as a Vice President in the investment banking and equity capital markets departments, supporting the origination and execution of public and private offerings for nearly seven years.
With the transition from the institutional side of finance to a boutique family financial services firm, Stephanie connects directly with clients and endeavors to enrich their lives. Stephanie combines her institutional experience with her father's mentorship to help clients maintain investment portfolios that are designed to address their greatest priorities.
Stephanie holds a B.S. in Applied Economics and Management from Cornell University. She holds both the Series 7 and Series 66 registrations with LPL Financial, and has earned the CERTIFIED FINANCIAL PLANNER® certification, as well as the Chartered Retirement Planning Counselor™ designation. The CFP® certification demonstrates her commitment to the very personal and long-term endeavor of the planning process, which encompasses not only financial planning, but also risk management, customized investment strategies, tax planning and management, employee benefits, and estate planning.
Stephanie lives in San Francisco with her family. Her evenings and weekends typically involve supporting her daughters in their Jiu-jitsu practice.