Winnie Sun

Winnie Sun

Los Angeles Metropolitan Area
33K followers 500+ connections

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    Financial Advisory, Financial Consulting, Brand Consulting, Business Consulting, Wealth Management, Retirement Planning, and Financial Planning

About

The hashtag: #WinnieSun has been shared with over 25+ billion impressions on social…

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Experience

  • Sun Group Wealth Partners Graphic

    Sun Group Wealth Partners

    Irvine, CA

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    Greater Los Angeles Area

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    Greater New York City Area

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    United States

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    Los Angeles County, California, United States

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    California

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    United States

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  • -

    Greater Los Angeles Area

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    Greater New York City Area

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    Greater New York City Area

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    Venice Beach, CA

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    United States

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    United States

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    Irvine, CA

Licenses & Certifications

Publications

Courses

  • Personal Financial Planning Designation Coursework

    -

Honors & Awards

  • Forbes Top Women Wealth Advisors

    Forbes

  • Satellite Media Tour - Talent Spokesperson for the Aflac + Working Mother Survey

    Aflac + Working Mother Magazine

    Winnie Sun was the spokesperson for the Aflac + Working Mother Survey which was broadcasted on 29 morning television, internet, and radio programs.

  • Keynote Speaker For The Johnson & Johnson Millennial Conference

    Johnson & Johnson, Irvine, CA USA

    Winnie Sun was the keynote speaker for the Johnson & Johnson Millennial Conference at the Irvine, CA headquarters. This event was an internal event for their employees.

  • Investment News' Twenty Women To Watch Award

    Investment News

    Investment News Chose Winnie Sun As One Of Twenty Women To Watch

    www.investmentnews.com/section/women-to-watch/2015/.../Winnie-Sun

  • Speaker: Barron's Conference - Beverly Hills, CA

    Barron's Magazine

    Topic: Vision in Action: Evolving Your Business for Success
    In this interactive panel discussion, Winnie Sun shares insights on how she evolved and adapted her approach to create better client outcomes and sustained growth in business. Conversation included Social Media strategies, Milllennial Client Development, and Business Best Practices.

  • Investment News: Twenty Women to Watch

    Investment News

    http://www.investmentnews.com/section/women-to-watch/2015/profile/11/Winnie-Sun

  • Fox Business News: Mornings with Maria: The Millennial Study with Winnie Sun

    Fox Business News

    Fox Business News segment on Mornings with Maria. We discuss Millennial investing trends and habits.

    http://video.foxbusiness.com/v/4520172488001/where-are-millennials-investing-their-money/?#sp=show-clips

  • CBS News

    CBS News

    CBS News:
    For Parents, The Hardest Part Of Kids Going Off To College Can Be The Cost
    http://losangeles.cbslocal.com/2015/08/05/for-parents-the-hardest-part-of-kids-going-off-to-college-can-be-the-cost/

  • Huffington Post Live

    Huffington Post Live Broadcast

    Google: http://huff.lv/1D5KfHI
    Verizon: http://huff.lv/1J2GLOe

  • USA Today: The Street broadcast with Gregg Greenberg featuring Winnie Sun: Three Technology Titans to Buy and Hold

    USA Today

    http://www.usatoday.com/videos/money/markets/2015/03/19/25022573/?utm_source=feedblitz&utm_medium=FeedBlitzRss&utm_campaign=usatodaycommoney-topstories

    http://www.thestreet.com/video/13084943/3-technology-titans-to-buy-and-hold-twitter-apple-and-amazon.html

  • CNBC Closing Bell: Live Broadcast: Commentator

    CNBC Closing Bell

    CNBC Closing Bell live broadcast featuring commentator Winnie Sun, Sun Group Wealth Partners

    http://video.cnbc.com/gallery/?video=3000316820

  • AREAA Conference: Speaker: Building Your Personal Brand, Las Vegas, Nevada

    AREAA National

    http://convention.areaa.org/speakers/winnie-sun/

  • CNBC Closing Bell: Live Broadcast

    CNBC Closing Bell

    CNBC Closing Bell live broadcast featuring Winnie Sun, Sun Group Wealth Partners

    http://video.cnbc.com/gallery/?video=3000308745

  • IAB Event Keynote Speaker

    IAB National Event

    http://iabexpo.com/winnie-sun/

  • Panel Speaker, 529 National Conference, Orlando, Florida

    http://www.529conference.com/

  • CNBC Closing Bell: Live Broadcast

    CNBC

    CNBC Closing Bell live broadcast featuring Winnie Sun, Sun Group Wealth Partners

    http://www.nbcnews.com/video/cnbc/55891272

  • CNBC Closing Bell: Live Broadcast

    CNBC Closing Bell

    CNBC Closing Bell live broadcast featuring Winnie Sun, Sun Group Wealth Partners

    http://video.cnbc.com/gallery/?video=3000290554

  • Moneytips: Top 50 Personal Finance/Wealth Influencers

    Moneytips

    Winnie Sun chosen as one of the Top 50 Social Influencers in Personal Finance & Wealth

    http://www.moneytips.com/top-50-personal-finance-influencers

  • 2014 Orange County Business Journal Women in Business

    Orange County Business Journal

  • StartUp Grind Google Entreprenuer Guest Speaker

    StartUp Grind Google Entreprenuer

  • 2013 Orange County Business Journal Women in Business Nominee

    Orange County Business Journal

  • Top 40 Under 40 Young Business Professionals, OC Metro Magazine, 2013

    OC Metro Magazine, OC Register 2013

    Winnie Sun coined "the Wealth Whisperer" by OC Metro

  • OnWallStreet Magazine: Women Advisors Forum Success Panel

    OnWallStreet Magazine/Financial Planning Magazine

    Featured financial advisor industry panel speaker.

    http://www.onwallstreet.com/article_listings/winnie-sun-715.html?csite=wafc12

Languages

  • English

    Native or bilingual proficiency

  • Chinese

    Full professional proficiency

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