Clayton Shum is the founder of his self-named financial planning firm, boasting over two decades of expertise in investment planning and wealth management. As a Certified Financial Planner, Clayton Shum specializes in assisting retirees and individuals approaching retirement. Clayton Shum’s wealth of experience positions him as a trusted guide for clients navigating financial complexities. With a focus on personalized financial strategies, Clayton Shum is dedicated to ensuring the financial well-being of those he serves.
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