Maria
Valencia
Shum Financial Group, Inc
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About this Advisor
Maria Valencia is a financial advisor based in Alameda, California, working with Shum Financial Group, Inc. Maria has previously held positions at Shum Financial Group, Inc, Brown Sugar Kitchen, Tulane University, Los Andes University, Extended Travel, and Gimnasio Los Portales. Maria has passed the Series 65 regulatory exam and is registered to provide services in California and Texas. Currently, Maria is part of Shum Financial Group, Inc, which operates out of Alameda, California. The firm has 4 employees and manages assets totaling $246.1 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Shum Financial Group, Inc includes asset-based, hourly, and fixed fees.
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Shum Financial Group, Inc Brokerage Details
$246,070,841
4
310
$793,777
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Maria Valencia Work History
Shum Financial Group, Inc
Shum Financial Group, Inc
Brown Sugar Kitchen
Tulane University
Los Andes University
Extended Travel
Gimnasio Los Portales
Disclosures
Please visit the SEC profile of Maria Valencia to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Shum Financial Group, Inc
Alameda, CA
Alameda, CA
Alameda, CA
Alameda, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
