Stephanie joined EH Shum Financial Solutions in 2023. She is committed 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 is able to connect with clients and endeavor 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 and is working towards the Certified Financial Planner certification.
Stephanie lives in San Francisco with her husband and two daughters. Her evenings and weekends typically involve supporting her girls in their Jiu-jitsu practice and volunteering as the treasurer for a Girl Scout troop.