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 regular contributor to Forbes, is the host of TuneIn radio’s business show Renegade Millionaire, host of the Renegade Mom TV show on Modern Mom, appears on CBS as a finance professional, and is quoted in publications including The Wall Street Journal, CNBC, The New York Times, Yahoo! Finance, AOL Finance, HuffPost LIVE, theStreet TV, USA Today, TheStreet show, Rep Magazine, OnWallstreet Magazine, Financial Planning Magazine, FA Magazine, AdvisorOne Magazine, GreersOC, Orange County Business Journal, Orange County Register, OC Metro, OC Family, and many others.
Winnie was previously First Vice President of Wealth Management, Senior Investment Management Specialist, and Lead Financial Advisor for the Sun Group at Morgan Stanley Smith Barney. Her exemplary young team was a premier leader in managing client portfolios and providing professional customized service. Winnie began her investment advisory practice with Salomon Smith Barney where was awarded their highest honors for success with her membership in the elite Blue Chip Council (2001-2004), Century Council, and President’s Council (based on annual productions) throughout her tenure. Winnie was also an advising member of the Smith Barney Asian Advisory Council.
Prior to entering the financial planning industry Winnie was an entrepreneur. She owned and operated CH Entertainment, which was headquartered in Los Angeles, California. Her firm was a leading television audience production company, with many high profile clients including America’s Funniest Home Videos, Jeopardy!, Wheel of Fortune and Judge Judy. Winnie participated in over 350 television taping productions, and was a voting member of the Academy of Television Arts & Sciences (Emmys).
As an independent wealth advisor and financial planner, Winnie is regularly called upon to educate large corporate and nonprofit groups on planning strategies. Winnie has been honored with invitations to attend the Barron’s Winner’s Circle conference for Top Women Financial Advisors beginning in 2006 to present and coined “The Wealth Whisperer” in OC Metro’s “40 under 40” recognition (2013 OC Metro Top 40 under 40 picked from over 100 candidates based on impacts in business community, recent awards received and philanthropic efforts).
Sun Group Wealth Partners
For press inquiries and speaking engagements, please contact:
Rebecca Bellamey (949) 625-6800