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Winnie Sun

Winnie Sun

Founding Partner

Sun Group Wealth Partners

Irvine, CA

1 review  •   Write a Review

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2030 Main St, Ste 1300

Irvine, CA 92614

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Winnie Sun is 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 12 years of experience in the financial services industry, 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 Barne

Services Provided by Winnie Sun

Financial Planning, Investment Management, Estate Planning, College Planning, Retirement Planning, Charitable Giving, Annuities, Lending Services, Life Insurance, Term Life Insurance, Disability Insurance, Long Term Care Insurance, Estate and Trust Taxes

Specialties:
Family and Business Comprenhensive Financial Planning Strategoes. Human Resources Partner. Corporate 401k, Equity Compensation, Stock Options/RSUs/SARs, Defined Benefit/Contribution, Pension, SEP, Simple IRAs, Deferred Compensation Plans.
Payment
  • Fee
  • Hourly
  • Commission
Languages
  • Mandarin
  • English

Background Information for Winnie Sun

Education
  • University of California Los Angeles
    Political Science
    1995
Awards
  • 2006 — Barron's Invitation: Top Women Financial Advisors Conference (From inception 2006 until present)
Previous Work Experience

Founding Partner Sun Group Wealth Partners

2011 —  Present

+ All Work Experience

Recently Answered Questions by Winnie Sun

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Reviews of Winnie Sun

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by Steve
ago

The Best

Winnie and her group has been taking care of my investments since 2000. She knows which products will work best for a particular individuals situation and tailor a personalized program. She has an innate sense of the market and doesn’t he ...
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Duration: current

Services: Investments, College Savings

Trustworthy
Responsive
Knowledgable
Communication
Value
Achieved Objectives

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