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Winnie Sun, a wealth manager covering entrepreneurs and personal finance.
Winnie Sun is one of the most followed financial advisors on social media today. She’s the Managing Director of Sun Group Wealth Partners, a trusted financial consulting firm on the West Coast. With more than 16 years of experience in the financial services industry, Winnie has been selected as for the 2015 Investment News’ Twenty Women to Watch’ list for her ability to effect change in the industry, willingness to share her experience and her ability to give back to the community. She is frequently featured as a knowledgeable advisor speaker at national industry events, appears on CNBC’s Closing Bell and Fox Business News as a market commentator, is the host of TuneIn radio’s business show Renegade Millionaire. She is passionate about College Savings, Millennial investing trends, and Personal Finance. For a Complimentary Consult with Winnie and her team, please visit their website at www.sungroupwp.com.
Winnie Sun is a registered representative with, and securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Sun Group Wealth Partners, a registered investment advisor, and a separate entity from LPL Financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.