Winnie Sun Email & Phone Number

Los Angeles, Ca, Us

Irvine, California, Us

Winnie Sun is the Managing Director and Founding Partner of Sun Group Wealth Partners, a financial consulting firm providing financial planning services to small business owners, senior executives, celebrities, and established families throughout the West Coast.With more than 20 years of experience in the financial services industry, Winnie has been selected as Investment News' Twenty Women to Watch, sits on the CNBC FA Council, is frequently featured as a “top advisor” speaker at national events, is a contributor to Forbes, Fox Business, CNBC, CBS News, Huffington Post Live, TheStreet TV, The Wall Street Journal, CNBC, NY Times, Yahoo! Finance, AOL Finance, USA Today, Entrepreneur Magazine, OnWallstreet Magazine, Financial Planning Magazine, AdvisorOne, etc.Winnie was previously First Vice President of Wealth Management, Senior Investment Management Specialist, and Lead Advisor for The Sun Group at Morgan Stanley Smith Barney. Her exemplary team was a premier leader in managing client portfolios and providing expert customized service. Winnie began her investment advisory practice with Salomon Smith Barney where she was awarded their highest honors for success with her membership in the elite Blue Chip, President’s Council throughout her tenure. Prior to entering the financial industry Winnie was an entrepreneur. She founded and operated CH Entertainment, a Los Angeles based television audience production company, with clients including America’s Funniest Home Videos, Jeopardy!, Wheel of Fortune and Judge Judy. Winnie participated in over 350 tapings, and was a voting member of the Academy of Television Arts & Sciences (Emmys).As an independent advisor, Winnie is 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 - present, coined "The Wealth Whisperer"​ by OC Metro Magazine's 40 under 40.

Englewood Cliffs, Nj, Us

https://www.cnbc.com/cnbc-digital-financial-advisor-council/

New York, Ny, Us

LevelupwithWinnie.com

Jersey City, Nj, Us

Forbes Contributor http://www.forbes.com/sites/winniesun/I write about popular wealth management and financial planning profile pieces.

Sunnyvale, Ca, Us

LinkedIn Podcast Network: Podcast Host of YES FACTOR with Winnie Sunhttp://apple.co/winniesun

Sunnyvale, Ca, Us

Courses on:How To Teach Your Kids About FinancesManaging Your Finances During A Financial Downturn

Pacific Palisades, Ca, Us

Portland, Or, Us

Istanbul, Zeytinburnu, Tr

I appear on Good Day LA as their Money, Personal Finance Contributor.

I have served as a brand spokesperson, a talent for several Satellite Media Tours for brands including Hilton Hotels, PayPal, Nokia, Intuit, Quickbooks, TurboTax, Epson, Aflac, SmartyPig, SoFi, UnitedHealthcare and others. New York, Chicago, Atlanta, New Orleans, Los Angeles

I have served as a brand spokesperson, a talent for several Satellite Media Tours for brands including Nokia, Intuit, Quickbooks, TurboTax, Epson, Aflac, SmartyPig, and others. New York, Chicago, Atlanta, Los Angeles

San Francisco, California, Us

I host a business show called Renegade Millionaire Show on TuneIn, iTunes, and just released on YouTube. We have been named a business show to follow, New and Noteworthy by iTunes.Past guests have included: Brooke Burke-Charvet, Bonnie McKee, Alison Sweeney, Mark Steines, Faye Medeson, Chelsea Krost, Peter Kim, CEO of Hudson Jeans, Gail Simmons, Carter Reum, CEO of Veev Vodka, Top Chefs Lorena Garcia, Shirley Chung, Mei Lin, Brooke Williamson, Melissa King, Brian Husky, Eden Sassoon, Ann Marsh, and other greats.www.renegademillionaireshow.comhttp://tunein.com/radio/Renegade-Millionaire-with-Winnie-Sun-p716777/https://itunes.apple.com/us/podcast/renegade-millionaire-show/id992712908?mt=2

I work with Fortune 500 and major corporate brands on various media, social media, SMT, broadcast campaigns, tweetchat, video, and custom deliverables. This includes social media marketing, brought on as a single satellite media tour spokesperson, co-op SMT, spokesperson influencer in the business or travel space, brand ambassador, and more. Brands have included: Intuit, Investors Business Daily, WeWork, Aflac, Hertz, Sallie Mae, and others.To learn more about partnering with Winnie for your brand, conference, campaign, event, or media event, please visit winniesun.com. For interview inquiries, please direct message or call 949.625.6800.

www.corporate529.comWinnie Sun is the Managing Director and Founding Partner of Sun Group Wealth Partners, an independent wealth management firm providing financial planning services to business owners, senior executives and established families throughout the West Coast, with a particular focus on professionals and entrepreneurs within the media, entertainment, and technology industries. Sun focuses on creatively customizing portfolios for its clients and specializes in multigenerational wealth plans. Her dedication to holistic wealth management—customizing plans not merely for the individual—but often for the generations that follow, was the inspiration for founding the Campaign for Next Generation Employees.The Campaign’s mission is to encourage our nation’s largest employers, namely the Fortune 500 companies, to fulfill their social responsibilities to helping to educate the next generation of Americans for gainful employment and offer corporate sponsored 529 plans for their employees. As college costs have swelled and general education funding has contracted, many American families are unable to send their children to college, or if they do, face financial ruin and bankruptcy because of staggering tuition costs. The solution lies with our nation’s largest businesses, which by adding this free and essential benefit to their employees, can ease the burden of university costs, provide a safe and structured method for planning for college, enhance employee loyalty and help build a healthy economy for themselves and the next generation of American workers.

San Diego, Ca, Us

Sun Group Wealth Partners is affiliated with LPL Financial.Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Investment advice offered through Sun Group Wealth Partners, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which we are registered to do business, please visit http://www.sungroupwp.comwww.finra.orgwww.sipc.org

New York, Ny, Us

Smith Barney and Morgan Stanley became one in a joint venture forming the firm Morgan Stanley Smith Barney

New York, Ny, Us

Television Audience Production Company handling comprehensive audience consulting for shows such as America's Funniest Home Videos, Judy Judy, MTV pilots, Wheel of Fortune, Jeopardy, Regis and Kathy Lee (Los Angeles shows), Jones and Jury, and many others.