Matthew Lum
Senior Vice President – Wealth Management
Senior Wealth Advisor
CA Insurance License # 0F12036
- Phone: (650) 689-6886
E-Mail: matthew.lum@citi.com
1000 Broadway
Millbrae,
CA
94030
1000 Broadway
Millbrae,
CA
94030
- Financial Planning
- Retirement Planning
- Portfolio Management
- Estate and Legacy Planning
- Insurance and Wealth Transfer
- Multigenerational Family Planning
- Women & Wealth
- Cantonese
Citi Personal Wealth Management helps you connect future aspirations and present needs. Whether you are looking ahead to retirement, planning a child’s education or focused on managing your day-to-day finances, we can help develop a financial plan designed around what’s most important to you.
Backed by Citi’s wealth planning process and product and research capabilities, an experienced Citi Personal Wealth Management Wealth Advisor will work with you – from identifying your financial goals to helping you make them a reality. We’ll also work with Citi colleagues in banking and lending to help simplify your finances. At Citi Personal Wealth Management, we can help put the pieces of your financial picture together in a way that makes sense for you.
About Matthew Lum
As a Senior Wealth Advisor for Citi Personal Wealth Management, Matthew Lum is committed to helping clients achieve their financial goals with clarity and confidence. Leveraging over 21 years of experience in banking and wealth management, he looks at a client’s total financial picture, with a focus on accumulating wealth, protecting what they’ve built and preserving it for their heirs.
His mission is to create a flexible plan that will evolve with a client’s life, including defining and prioritizing their situation and goals and developing and implementing a strategy to achieve those goals.
As part of a client’s Wealth Team, Matthew works with a Wealth Relationship Manager to address banking and lending needs.
Prior to his current role, Matthew was a Senior Wealth Relationship Manager at HSBC, where he was recognized each year for outstanding performance and client impact.
Matthew earned a Bachelor of Science in mechanical engineering from the University of California, Davis. He is licensed with FINRA Series 7 and 66 and has the California Life Insurance License. He is fluent in Cantonese.
Outside of work, Matthew enjoys playing golf and traveling with his wife and two daughters.