Winnie Sun
Winnie Sun | |
|---|---|
 | |
| Born | Winnie Sun Los Angeles, California, U.S. |
| Alma mater | University of California, Los Angeles |
| Occupation(s) | Financial advisor, Managing Director of Sun Group Wealth Partners |
| Website | WinnieSun.com |
Winnie Sun, is an American financial advisor, speaker and founding partner of Sun Group Wealth Partners, a financial consulting firm.[1][2]
Career[edit]
Sun is founder of Sun Group Wealth Partners.[3][4] As a student at UCLA Winnie founded Crowded House Entertainment, a Los Angeles-based television audience production company. She worked on providing audience members to shows such as America’s Funniest Home Videos, Judge Judy, Wheel of Fortune, Jeopardy!, Regis and Kathy Lee tapings in Los Angeles.
Sun is frequent speaker at national events. Sun is frequently featured as a top advisory speaker at national industry events,[5] appears on CNBC’s Closing Bell,[6] Fox Business Network segment on Mornings with Maria,[7] Varney & Co., Good Day L.A., and Cheddar TV as a market commentator, is a regular contributor to Forbes,[8] NerdWallet, Bloomberg’s AssetTV, is the host of TuneIn radio’s business show Renegade Millionaire,[9] appears on CBS as a finance professional, and is quoted in publications including The Wall Street Journal,[10] CNBC, ABC, The New York Times, Yahoo! Finance, AOL Finance, HuffPost Live,[11] theStreet TV,[12][13] USA Today,[14] Financial Advisor, Orange County Business Journal, Orange County Register, OC Metro, Entrepreneur magazine,[15] and many others. From January 2018, Sun serves as online contributors to CNBC Financial Advisor Council.[16]
Education[edit]
- Graduated UCLA with a BA in Political Science with a focus in Economics in 1996.
- Personal Financial Planning Certificate Program at UCLA.
Honours[edit]
- Sun was named Twenty Women to Watch 2015 by InvestmentNews.[17]
References[edit]
- ^ "Cold Calls Still Help the Bottom Line". Wsj.com. Retrieved August 26, 2015.
- ^ "Serious Concern, Optimism Follow New SEC Social Media Rules". Financial-planning.com. Retrieved August 26, 2015.
- ^ "LPL showcases some successful, ambitious advisors as the FOCUS 2012 conference wraps up". Ria Biz. Retrieved August 26, 2015.
- ^ "For Parents, The Hardest Part Of Kids Going Off To College Can Be The Cost". CBS Local. Retrieved August 26, 2015.
- ^ "As Bulls Romp, Advisers Aim to Manage Down Expectations". The Wall Street Journal. Retrieved September 13, 2015.
- ^ "Closing Bell Exchange: When will equities die?". CNBC. Retrieved February 1, 2018.
- ^ "Where are Millennials investing their money?". Fox Business. September 30, 2015. Retrieved April 10, 2016.
- ^ "Winnie Sun". Forbes. Retrieved August 26, 2015.
- ^ "Listen to Renegade Millionaire with Winnie Sun online". TuneIn. Retrieved April 13, 2016.
- ^ Wursthorn, Michael; Dagher, Veronica. "Advisers Work to Steady Anxious Investors". Wall Street Journal.
- ^ "Social Media & The Wealth Whisperer. The Celebrity Wishmaker Simonetta Lein Meets Financial Advisor Winnie Sun". Huffington Post. July 13, 2016. Retrieved February 1, 2018.
- ^ "So You Won the Lottery? Before You Pop Champagne, You've Got Work to Do". TheStreet. Retrieved April 13, 2016.
- ^ "3 Technology Titans to Buy and Hold: Twitter, Apple and Amazon". TheStreet.com. Retrieved April 10, 2016.
- ^ "3 technology titans to buy and hold: Twitter, Apple and Amazon". USA TODAY. Retrieved April 10, 2016.
- ^ Kulkarni, Chirag. "4 Low-Cost Moves Startups Use to Build Company Culture". Entrepreneur.com. Retrieved April 13, 2016.
- ^ Martin, Asia. "Four Advisors Named CNBC Digital Contributors". Financial Advisor. Retrieved February 1, 2018.
- ^ "Women to Watch 2015: Winnie Sun". InvestmentNews. Retrieved April 10, 2016.
