Tina Sun, Cfa, Ea Email & Phone Number

Tina Sun is a managing partner, co-founder and LPL Financial Advisor at Taurus Financial.Taurus Financial is a boutique financial services firm for high-net-worth individuals, entrepreneurs, executives, and business owners, serving clients across the country.Services includes:- Complex Financial Planning, which usually involves equity comp, investment, trust, and business- Wealth management with a focus on alternative investments and tax efficient investing.- Business benefit solutions, including 401k, group health insurance, defined plan, etc.Prior to Taurus Financial, Tina spent 10 years working at Credit Suisse equity derivatives trading desk, originating and distributing complex derivatives products to large private banks, brokers-dealers, and Registered Investment Advisors, with an annual trading volume of over $1 billion. Tina also participated in launching various derivatives-based Exchange Traded Products and successfully listed them on the New York Stock Exchange (NYSE). During her tenure at Credit Suisse, a big part of Tina’s job was to work with financial advisors to design customized products to meet end clients’ goals. Tina traveled across the nation to provide training and education sessions to financial advisors, conduct product marketing intelligence, collect feedbacks, and design bespoke solutions to meet clients’ unique needs. This experience equipped Tina with valuable firsthand knowledge and a profound understanding of the wealth management products market in the US. Tina received her Financial Engineering Master’s degree from University of Michigan and Economics/Law dual Bachelor’s degree from Nanjing University.Tina has received her CFA, CAIA and EA professional designations, maintains her Series 7, 24, 55, 63, and 65 securities registrations held with LPL Financial in 24 states, and has her life and health insurance license.

Listed skills include Structured Notes, Equities, Derivatives, Bloomberg, and 1 others.