Overview

Gender

female

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, is a contributor to Forbes, and has been quoted in publications including The Wall Street Journal, CNBC, NY Times, Yahoo! Finance, AOL Finance, USA Today, OnWallstreet Magazine, Financial Planning Magazine, FA Magazine, AdvisorOne Magazine, GreersOC, etc.

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 team was a premier leader in managing client portfolios and providing expert customized service. Winnie began her investment advisory practice with Salomon Smith Barney where she was awarded their highest honors for success with her membership in the elite Blue Chip Council, President’s Council throughout her tenure.

Prior to entering the financial industry Winnie was an entrepreneur. She owned and operated CH Entertainment, a Los Angeles based television audience production company, with high profile clients including America’s Funniest Home Videos, Jeopardy!, Wheel of Fortune and Judge Judy. Winnie participated in over 350 television tapings, and was a voting member of the Academy of Television Arts & Sciences (Emmys).

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 been honored with invitations to the Barron’s Winner’s Circle for Top Women Financial Advisors beginning in 2006 - 2013 and coined "The Wealth Whisperer" in OC Metro's 40 under 40 designation.