Winnie Sun

Winnie Sun

Winnie is a Financial Advisor who helps clients build, manage, and preserve wealth, plan for wealth transition and minimize their tax burden.

  • About Winnie
  • Questions & Answers

Advisor Details

Contact Advisor
Company
Managing Director at Sun Group Wealth Partners
Address
3 Park Plaza Suite 120
Irvine CA, 92614
Phone
(949) 625-6800
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About Winnie

Winnie Sun is the Founding Partner of Sun Group Wealth Partners, a trusted financial consulting firm providing financial planning services for today's generation. http://www.sungroupwp.com

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, tech elite, and established families throughout the West Coast.

With more than 16 years of experience in the financial services industry, she is featured as an experienced advisor speaker at national industry events, appears on CNBC’s Closing Bell and Fox Business News as a market commentator, is a...

Education

  • BA, Political Science, Economics, University of California Los Angeles

Certifications

Registrations
Insurance License
  • CA: #Insurance Lic# 0C90549

Tips from Winnie

Winnie's videos

  • Times Squeare in NYC from a financial perspective with Winnie Sun

Winnie in the news

Typical Clients & Fee Structure

Typical Clients

Young professionals
People near retirement
Business Owners

Fee Structure

Commission and Fee
May be paid either on a fee-based basis (e.g. fixed, flat, hourly, percentage, etc) or via commission.

Disclaimer

Winnie Sun is a registered representative with, and securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Sun Group Wealth Partners, a registered investment advisor and a separate entity from LPL Financial. http://www.finra.org ...