Winnie Sun
CNBC Closing Bell Market Commentator | Forbes Personal Finance Contributor | Sun Group Wealth Partners' core philosophy is: "Redefining success and value towards a greater purpose."
Financial Adviser at Sun Group Wealth Partners in Irvine, CA
About
Winnie Sun is the Managing Director and Founding Partner of Sun Group Wealth Partners, a trusted financial consulting firm providing financial planning services to small business owners, senior executives, celebrities, and established families throughout the West Coast. With more than 14 years of experience in the financial services industry, Winnie is frequently featured as a “top advisor” speaker at national industry events, and has been quoted in publications including The Wall Street Journal, CNBC, Yahoo! Finance, AOL Finance, USA Today, OnWallstreet Magazine, Financial Planning Magazine, InvestmentNews, FA Magazine, AdvisorOne Magazine, GreersOC.com, OC Metro, etc. As an independent wealth advisor and LPL financial planner, Winnie is regularly called upon to educate large corporate and nonprofit groups on planning strategies. Winnie has also been honored with invitations to the Barron’s Winner’s Circle for Top Women Financial Advisors beginning in 2006 - 2012. Please see LinkedIn for full profile.
Address
3 Park Plaza, Suite 120 in Irvine, CA 92614Info
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Specialties
- Annuities
- Bonds & Fixed Income
- Business Planning
- Education Savings
- Equities
- Estate Planning
- Life Insurance
- Mutual Funds
- Retirement Planning
- Risk Management
- Tax Advantaged Investments