Winnie Sun :: CHEF'S ROLL :: The Professional Chef Network

Winnie Sun

Winnie Sun is the Managing Director and Founding Partner of Sun Group Wealth Partners, a trusted financial consulting firm providing financial planning services to small business owners, senior executives, celebrities, and established families throughout the West Coast.
EDUCATION & EXPERIENCE
CH Entertainment. Los Angeles, CA
Founder
Smith Barney Asian Advisory Council. Financial Advisory Member
Salomon Smith Barney. Financial Advisory Member
Sun Group Wealth Partners. Irvine, CA
Managing Director and Founding Partner
Morgan Stanley Smith Barney. Irvine, CA
First Vice President - Wealth Management
SKILLS & EXPERTISE
Accounting
Leadership
Lectures/classes
Training
TV/radio guest appearances
Financial Advisement
DISTRIBUTORS
  • OC Family
  • OC Metro
  • Orange County Register
  • Orange County Business Journal
  • GreersOC
  • AdvisorOne Magazine
  • FA Magazine
  • Financial Planning Magazine
  • OnWallstreet Magazine
  • Rep Magazine
  • USA Today
  • AOL Finance
  • Yahoo! Finance
  • NY Times
  • CNBC
  • Quoted in The Wall Street Journal
  • CNBC’s live television show Closing Bell broadcast
  • Forbes
CLIENTS
  • OC Family
  • OC Metro
  • Orange County Register
  • Orange County Business Journal
  • GreersOC
  • AdvisorOne Magazine
  • FA Magazine
  • Financial Planning Magazine
  • OnWallstreet Magazine
  • Rep Magazine
  • USA Today
  • AOL Finance
  • Yahoo! Finance
  • NY Times
  • CNBC
  • Quoted in The Wall Street Journal
  • CNBC’s live television show Closing Bell broadcast
  • Forbes
Winnie Sun
Winnie Sun
winnie@sungroupwp.com
Irvine, CA
United States

Sun Group WP
Managing Director, Founding Partner


Winnie Sun is the Managing Director and Founding Partner of Sun Group Wealth Partners, a trusted financial consulting firm providing financial planning services to small business owners, senior executives, celebrities, and established families throughout the West Coast.With more than 15 years of experience in the financial services industry, Winnie is frequently featured as a “top advisor” speaker at national industry events, is a regular contributor to Forbes, appeared on CNBC’s live television show Closing Bell broadcast, and been quoted in publications including The Wall Street Journal, CNBC, NY Times, Yahoo! Finance, AOL Finance, USA Today, Rep Magazine, OnWallstreet Magazine, Financial Planning Magazine, FA Magazine, AdvisorOne Magazine, GreersOC, Orange County Business Journal, Orange County Register, OC Metro, OC Family, etc.Winnie was previously First Vice President of Wealth Management, Senior Investment Management Specialist, and Lead Financial Advisor for the Sun Group at Morgan Stanley Smith Barney. Her exemplary young team was a premier leader in managing client portfolios and providing professional customized service. Winnie began her investment advisory practice with Salomon Smith Barney where was awarded their highest honors for success with her membership in the elite Blue Chip Council (2001-2004), Century Council, and President’s Council throughout her tenure*.  Winnie was also an advising member of the Smith Barney Asian Advisory Council.Prior to entering the financial planning industry Winnie was an entrepreneur. She owned and operated CH Entertainment, which was headquartered in Los Angeles, California. Her firm was a leading television audience production company, with many high profile clients including America’s Funniest Home Videos, Jeopardy!, Wheel of Fortune and Judge Judy. Winnie participated in over 350 television taping productions, and was a voting member of the Academy of Television Arts & Sciences (Emmys).As an independent wealth advisor and financial planner, 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 – 2013. She is one of only 400 women advisors across America that has earned this prestigious recognition. Winnie has been coined “The Wealth Whisperer” in OC Metro’s “40 under 40” recognition.Sun Group Wealth Partners is a full-service wealth management firm located in Irvine, California.  With more than 25 years of collective advisory experience, Sun Group Wealth Partners serves businesses of all sizes, individuals, families, as well as nonprofit organizations throughout the West Coast. Offering a wide range of services from investment management to charitable giving, the team at Sun Group Wealth Partners aligns clients’ financial lives with their goals for the future.