Yachen Sun (孫亞辰), Clu, Cltc
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Yachen Sun (孫亞辰), Clu, Cltc Email & Phone Number

Financial Advisor at Wells Fargo Advisors
Location: Tustin, California, United States 4 work roles 2 schools
2 work emails found @nylifesecurities.com 2 phones found area 626 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 2 phones

Work email y****@nylifesecurities.com
Direct phone (626) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Wells Fargo Advisors
Role
Financial Advisor
Location
Tustin, California, United States
Company size
14520 employees

Who is Yachen Sun (孫亞辰), Clu, Cltc? Overview

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Quick answer

Yachen Sun (孫亞辰), Clu, Cltc is listed as Financial Advisor at Wells Fargo Advisors, a with 14520 employees, based in Tustin, California, United States. AeroLeads shows a work email signal at nylifesecurities.com, phone signal with area code 626, and a matched LinkedIn profile for Yachen Sun (孫亞辰), Clu, Cltc.

Yachen Sun (孫亞辰), Clu, Cltc previously worked as Registered Representative at Nylife Securities Llc and Licensed Agent at New York Life Insurance Company. Yachen Sun (孫亞辰), Clu, Cltc holds Bachelor'S, Economics from University Of California, San Diego.

Company email context

Email format at Wells Fargo Advisors

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*@nylifesecurities.com
71% confidence

AeroLeads found 2 current-domain work email signals for Yachen Sun (孫亞辰), Clu, Cltc. Compare company email patterns before reaching out.

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Profile bio

About Yachen Sun (孫亞辰), Clu, Cltc

I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the state of CA (#0I92888). No insurance business may be conducted outside the states referenced. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the state of California. No offers may be made or accepted from any resident outside the specific state(s) referenced. 140 Via Verde Suite 200, San Dimas, CA 91773909-305-6500 I am not licensed in all jurisdictionsI offer a variety of products and services that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.Contact me with any questions or concerns you may have. I can also help you fully analyze your needs and recommend appropriate solutions specializing in the products and services I offer.Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

Listed skills include Retirement Planning, 401K Rollovers, Buy Sell Agreements, Sales, and 15 others.

Current workplace

Yachen Sun (孫亞辰), Clu, Cltc's current company

Company context helps verify the profile and gives searchers a useful next step.

Wells Fargo Advisors
Wells Fargo Advisors
Financial Advisor
Tustin, CA, US
Website
wellsfargoadvisors.com
Employees
14520
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Company profile
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4 roles

Yachen Sun (孫亞辰), Clu, Cltc work experience

A career timeline built from the work history available for this profile.

Registered Representative

Nylife Securities Llc

140 Via Verde Suite 200 San Dimas, Ca 91773

Registered Representative offering securities products and services through NYLIFE Securities LLC. (Member FINRA/SIPC), A Licensed Insurance Agency.

Licensed Agent

New York Life Insurance Company

140 Via Verde Suite 200, San Dimas Ca 91773

Financial Services Professional offering securities products and services through NYLIFE Securities LLC. (Member FINRA/SIPC), A Licensed Insurance Agency.

Executive Assistant, Accounting & Claims

South Bay Distribution / Logistics

City Of Industry

Reported directly to the President/CEO by providing weekly status reports• Oversaw daily operations of 4 managers across 3 different departments (logistics, warehouse and accounting)• Attended business propositions and recorded details of potential dealsCustomer Service / Head of Claims Department• Implemented customer relationship management software in order to increase company productivity andcommunication among different branches• Handled and investigated customer… Show more Reported directly to the President/CEO by providing weekly status reports• Oversaw daily operations of 4 managers across 3 different departments (logistics, warehouse and accounting)• Attended business propositions and recorded details of potential dealsCustomer Service / Head of Claims Department• Implemented customer relationship management software in order to increase company productivity andcommunication among different branches• Handled and investigated customer claims worth over $333,000 over a span of 4-5 months• Logged and reported successful claim returns to company-wide database which resulted in customersatisfaction Show less

Feb 2010 - Sep 2010
Team & coworkers

Colleagues at Wells Fargo Advisors

Other employees you can reach at wellsfargoadvisors.com. View company contacts for 14520 employees →

RK Radha Krishna Radha Krishna Colleague at Wells Fargo AdvisorsKolkata, West Bengal, India View → JR Joseph R. Godwin, Jr., Cpwa® Joseph R. Godwin, Jr., Cpwa® Colleague at Wells Fargo AdvisorsGreater Philadelphia, United States View → CB Courtney Buginas Courtney Buginas Colleague at Wells Fargo AdvisorsLake Forest, California, United States View → ST Sudhanshu Tripathi Sudhanshu Tripathi Colleague at Wells Fargo AdvisorsDelhi, India View → VM Vivian M. Burch, Aams® Vivian M. Burch, Aams® Colleague at Wells Fargo AdvisorsToms River, New Jersey, United States View → RO Robert Osdieck Robert Osdieck Colleague at Wells Fargo AdvisorsSt Louis, Missouri, United States View → CS Craig Solenzio Craig Solenzio Colleague at Wells Fargo AdvisorsSan Diego, California, United States View → RP Robert Pizzimenti Robert Pizzimenti Colleague at Wells Fargo AdvisorsNew York City Metropolitan Area, United States View → KS Kevin Scott Kevin Scott Colleague at Wells Fargo AdvisorsKansas City Metropolitan Area, United States View → JA Jeff Armstrong Jeff Armstrong Colleague at Wells Fargo AdvisorsOklahoma City Metropolitan Area, United States View →
2 education records

Yachen Sun (孫亞辰), Clu, Cltc education

Bachelor'S, Economics

University Of California, San Diego

Activities and Societies: Delta Sigma Pi, Muir College

Economics

American University Of Rome

Activities and Societies: Backpacking through Western Europe

FAQ

Frequently asked questions about Yachen Sun (孫亞辰), Clu, Cltc

Quick answers generated from the profile data available on this page.

What company does Yachen Sun (孫亞辰), Clu, Cltc work for?

Yachen Sun (孫亞辰), Clu, Cltc works for Wells Fargo Advisors.

What is Yachen Sun (孫亞辰), Clu, Cltc's role at Wells Fargo Advisors?

Yachen Sun (孫亞辰), Clu, Cltc is listed as Financial Advisor at Wells Fargo Advisors.

What is Yachen Sun (孫亞辰), Clu, Cltc's email address?

AeroLeads has found 2 work email signals at @nylifesecurities.com for Yachen Sun (孫亞辰), Clu, Cltc at Wells Fargo Advisors.

What is Yachen Sun (孫亞辰), Clu, Cltc's phone number?

AeroLeads has found 2 phone signal(s) with area code 626 for Yachen Sun (孫亞辰), Clu, Cltc at Wells Fargo Advisors.

Where is Yachen Sun (孫亞辰), Clu, Cltc based?

Yachen Sun (孫亞辰), Clu, Cltc is based in Tustin, California, United States while working with Wells Fargo Advisors.

What companies has Yachen Sun (孫亞辰), Clu, Cltc worked for?

Yachen Sun (孫亞辰), Clu, Cltc has worked for Wells Fargo Advisors, Nylife Securities Llc, New York Life Insurance Company, and South Bay Distribution / Logistics.

Who are Yachen Sun (孫亞辰), Clu, Cltc's colleagues at Wells Fargo Advisors?

Yachen Sun (孫亞辰), Clu, Cltc's colleagues at Wells Fargo Advisors include Radha Krishna, Joseph R. Godwin, Jr., Cpwa®, Courtney Buginas, Sudhanshu Tripathi, and Vivian M. Burch, Aams®.

How can I contact Yachen Sun (孫亞辰), Clu, Cltc?

You can use AeroLeads to view verified contact signals for Yachen Sun (孫亞辰), Clu, Cltc at Wells Fargo Advisors, including work email, phone, and LinkedIn data when available.

What schools did Yachen Sun (孫亞辰), Clu, Cltc attend?

Yachen Sun (孫亞辰), Clu, Cltc holds Bachelor'S, Economics from University Of California, San Diego.

What skills is Yachen Sun (孫亞辰), Clu, Cltc known for?

Yachen Sun (孫亞辰), Clu, Cltc is listed with skills including Retirement Planning, 401K Rollovers, Buy Sell Agreements, Sales, Lifetime Income Strategies, Multi Generational Wealth Transfer, Long Term Care Insurance, and Life Insurance Strategies.

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