Eddy H. Shum, CFP,President of Peak Retirement Inc., has the most effective “get into action”workshops now available. He has developed an extraordinary understanding of thefinancial markets during his career. But his record as one of the nation’s topproducing advisors and one of the most efficient individuals in the industrytoday, provides the high velocity formula for multiplying your personaleffectiveness and simply showing you how to do more business.
Eddy started outas a Certified Public Accountant. He established his business in 1982 and after7 years of building a very successful accounting business, he discoveredfinancial planning was his true calling. He joined HD Vest Financial Servicesin late 1989 and in his first year quickly rose to the Presidents Round Tableand received awards for “Most Promising” and “Most Outstanding Producer” in thecompany. Since then he has spent over 10consecutive years as Top Producer including 4 years as the #1 Producernationwide, out of a pool of over 7,000 independent offices.
He moved toNational Planning Corporation in year 2000 to establish his current independentpractice. He was quickly again at the top of production. Eddy is a member of the Institute ofCertified Financial Planners, as well as the American Institute of CertifiedPub Accountants.
Eddy is a well-known retirement educator in the San Francisco Bay Area. He has conducted over 400 workshops to individuals and financialplanners and currently holds monthly financial workshops for retirees andpre-retirees all over the Bay Area.
His retirement seminars have been widely attended by retirees fromPacific Bell, AT&T, PG&E and Chevron. Eddy has developed a specialty inworking with retirees and those about to retire who want to protect theirprincipal and insure that their money lasts. Eddy helps people avoid the commonmistakes made by most retirees and has counseled hundreds on how to avoid thesepitfalls.
Eddy graduated with a B.A. in Accounting and an M.B.A. with emphasis in Tax andAccounting from Golden Gate University. Along with his scholastic education,Eddy continually strives to broaden his skills in the financial arena. He hasearned the marks of Certified Financial Planner which is one of the mostrespected marks in the financial planning industry. Besides being a CertifiedFinancial Planner, Eddy is also a:
- Certified Public Accountant
- Chartered Mutual Fund Counselor
- Registered Financial Consultant
- Certified Senior Advisor
- Personal Financial Specialist
- Certified Fund Specialist
- Chartered Life Underwriter
Eddy has also been quoted numerous times by the SF Chronicle and the ChineseTimes, and was admitted into the “1993 Who’s Who Registry of Global BusinessLeaders”. Eddy has been a member of the Million Dollar Round Table for over 10years and has received the Top of the Table award for 7 consecutive years. Thismakes him among the best of the best. Eddy has received the Golden DragonAward, given by the Worldwide Chinese Life Insurance Congress, five times inrecognition of his status as top producer. He is the only planner in the worldwith this record of achievement.
When heis not at work, Eddy spends his time giving back to the community. He hasserved as President of the Chinese Consolidated Benevolent Association and theSam Yup Benevolent Association. In 1997, Eddy was the diamond Charity Emperorfor the Chinese Newcomers. He has also served on the Board of Self-Helpfor the Elderly helping them with planned gifting programs.
Whenasked what his secret is, you hear…marketing, seminars, presentations,delegation, office efficiency, team building, and time leveraging. Eddy Shum’sChallenge to the top Boot Camp is like no other in the industry today. Thisworkshop will provide you with facts, not theories, that when implemented, willenable you to make quantum leaps in your production.