Winnie Sun is the Managing Director and Founding Partner of Sun Group Wealth Partners. Winnie is one of the most followed financial advisors on social media today.
A regular contributor to CNBC, Forbes, Good Day LA, and Fox News. Winnie has appeared on the biggest business programs and channels in the country, including CNBC, ABC, CBS, Fox Business, hot finance startup Cheddar and dozens of local network affiliates to help viewers better understand their money.
As an independent wealth advisor, 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 to present, named Investment News’ 20 Women To Watch, and coined “The Wealth Whisperer” in OC Metro’s “40 under 40” recognition, and awarded first place in Rise Ranking’s 2017 Women in Finance Power 100 list.
