About Sun Group Wealth Partners

 
 

GLOBAL TEAM. GLOBAL RESULTS.



WINNIE SUN

CO-FOUNDER & MANAGING DIRECTOR


Winnie Sun is the Managing Director and Founding Partner of Sun Group Wealth Partners, a trusted award- winning financial consulting firm providing financial planning services to small business owners, senior executives, celebrities, tech elite, and established families throughout the West Coast.

Winnie is one of the most followed financial advisors on social media today.

With more than 16 years of experience in the financial services industry, Winnie has been selected as Investment News’ Twenty Women to Watch, is frequent speaker at national events, appears on CNBC’s Closing Bell and Fox Business News as a market commentator, is a regular contributor to Forbes, is the host of TuneIn radio’s business show Renegade Millionaire, host of the Renegade Mom TV show on Modern Mom, appears on CBS as a finance expert, and is quoted in publications including The Wall Street Journal, CNBC, The New York Times, Yahoo! Finance, AOL Finance, HuffPost LIVE, theStreet TV, USA Today, TheStreet show, Rep Magazine, OnWallstreet Magazine, Financial Planning Magazine, FA Magazine, AdvisorOne Magazine, GreersOC, Orange County Business Journal, Orange County Register, OC Metro, OC Family, and many others.

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 to present and coined “The Wealth Whisperer” in OC Metro’s “40 under 40” recognition.

“As an independent boutique wealth management firm, we are free to represent your best interests. We take the time to thoroughly understand your unique needs and develop objective strategies designed to help you enrich your life.”

- Winnie Sun, Managing Director

BRANDON CHANG

CO-FOUNDER & DIRECTOR OF INVESTMENTS


Brandon Chang is Founding Partner and Director of Investments at 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 over a decade of wealth management and investment experience, Brandon works out of the firm’s Orange County California office. He specializes in meeting the needs of high net-worth individuals and established families, as well as prominent business leaders of the community. His primary focus is placed on comprehensive wealth planning strategies, asset management, retirement and estate planning services.

Prior to launching Sun Group Wealth Partners, Brandon was affiliated with Morgan Stanley Smith Barney where he demonstrated his commitment to professional standards and excellence in client service by earning one of the firm’s highest honors within the first five years of his entry into the industry.

Brandon graduated from UCLA with a Bachelor of Science degree in Biology and holds the Series 7, 31, 63 and 65 Securities registrations through and as a representative with LPL Financial. He is licensed to sell annuity and long-term care insurance in California, Nevada, Florida and Hawaii.

Brandon is bi-lingual in English and Korean and is a member of the Asian Business Association. Outside of work, he is a car enthusiast, runner, tennis player and snowboarder. He resides in Orange County, California.

“We believe life is about passion and the pursuit of excellence that comes from wanting to retire on your terms and build a legacy for your loved ones.”

- Brandon Chang, Founding Partner

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