Winnie Sun is the Managing Director and Founding Partner of Sun Group Wealth Partners, a trusted financial consulting firm that serves small business owners, senior executives, celebrities, and established families throughout the West Coast.
Sun has more than 15 years of experience in the financial services industry, having served as First Vice President of Wealth Management, Senior Investment Management Specialist, and Lead Financial Advisor for the Sun Group at Morgan Stanley Smith Barney. Prior to entering the financial planning industry, Sun owned and operated CH Entertainment in Los Angeles, California. A leading television audience production company, the firm’s clients ranged from America’s Funniest Home Videos to Wheel of Fortune.
A sought-after speaker at national industry events, Sun is often quoted in many of the nation’s top business publications, including The Wall Street Journal, CNBC, NY Times, Yahoo! Finance, and USA Today, among others. She is also a regular contributor to Forbes magazine, and she appears on CNBC’s live Closing Bell. Most recently, Sun was tapped to host TuneIn Radio’s new show Renegade Millionaire.
Sun Group Wealth Partners
Sun Group Wealth Partners is a full-service wealth management firm located in Irvine, California. With more than 25 years of collective advisory experience, Sun Group Wealth Partners serves business executives of Fortune 500 companies, Hollywood elite and nonprofit organizations throughout the West Coast and beyond. Offering a wide range of services from investment management to charitable giving, the exemplary team manages client assets with innovation and customization.
Winnie Sun, Founding Partner, frequently hosts seminars for the firm’s corporate clients and guests and has been recognized by Barron’s Winner’s Circle with invitations to the Top Women Financial Advisors in the United States Conference. Founding Partner Brandon Chang is a member of the Asian Business Association and strives to provide excellent client service by adhering to the highest professional standards. For more information, please visit www.sungroupwp.com.
Securities are offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Sun Group Wealth Partners, a registered investment advisor and separate entity from LPL Financial.