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 regular contributor to Forbes, The Orange County Business Journal, and The Orange County Register and been quoted in publications including The Wall Street Journal, CNBC, NY Times, Yahoo! Finance, AOL Finance, USA Today, Rep Magazine, On Wallstreet Magazine, Financial Planning Magazine, FA Magazine, AdvisorOne Magazine, GreersOC, OC Metro, OC Family, 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 young 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 was awarded their highest honors for success with her membership in the elite Blue Chip Council (2001-2004), Century Council, and President’s Council 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 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” recognition.