DISCLOSURE

Winnie Sun is a registered representative with, and securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Sun Group Wealth Partners, a registered investment advisor and a separate entity from LPL Financial.
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
No strategy assures success or protects against loss. Investing involves rick including loss of principal. Past performance is not guarantee of future results. All indices are unmanaged and may not be invested into directly.
The articles may contain hyperlinks to additional contents. The information being provided is strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided at these websites.
* The 2013 OC Metro Top 40 under 40 was picked from over 100 candidates based on impacts made in the business community, recent awards received and philanthropic efforts

** Winnie Sun is honored to have been selected as part of the 2015 Investment News Women to Watch list for her ability to eect change in the industry, willingness to share her experience and her ability to give back to the community

*** The 2016 ranking based on credibility, social influence, engagement scores, citations from other industry heavyweights, and other attributes

The financial advisors at Sun Group Wealth Partners are registered representatives with and securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Sun Group Wealth Partners, a registered investment advisor and a separate entity from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, FL, GA, HI, NV, NY, OR, SC, VA. Check the background of this firm on FIRNA’s BrokerCheck.

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