Clayton K. Shum CFP

Clayton K. Shum CFP is a Financial Planner in Burlingame, CA, located at 533 Airport Blvd. #400. Services include retirement income strategies, annuities, investments, IRA and 401(k) rollovers, asset protection, life insurance, tax-efficient strategies, long-term care planning, and IRA legacy planning. The practice prepares customized financial plans and investment policy statements, helps with retirement funding, and works with clients to reposition investments to take advantage of tax law provisions. It also assists with family financial plans, debt reduction strategies, and asset allocation. The business holds a rating of 5.00 based on customer reviews. Founder Clayton Shum is a Certified Financial Planner with over two decades of experience in investment planning and wealth management. He specializes in working with retirees and those nearing retirement, emphasizing that planning should begin before the retirement party. The approach involves examining client portfolios to ensure they are the right vehicle for long-term objectives and setting goals for key dates and decisions. The firm offers video resources on market volatility, retirement checklists, and taxes to support client education. The practice operates Monday through Friday from 9:30 am to 4:30 pm and is closed on weekends. Clients can schedule a complimentary consultation by phone or email. The firm focuses on providing exceptional experiences and peace of mind, ensuring that wealth is enjoyed without running out. Clayton K. Shum CFP combines its specialized retirement income strategies and asset protection services with the local expertise of Burlingame to help clients achieve financial independence.

The business sits on Airport Boulevard in Burlingame, just a short walk from the Bayshore Freeway and Anza Lagoon.

BizScoreAI awarded a Content Quality score of 100 out of 100, which means the website clearly answers customer questions so AI assistants can quote it directly. The Technical score is 96 out of 100. The firm ranks number 2 of 3 Financial Planner businesses that BizScoreAI has scored in Burlingame.