About Sun Group Wealth Partners
Sun Group Wealth Partners is founded on the principle that successfully building and preserving wealth takes sophisticated foresight, innovative thinking and dedication to building long-lasting relationships based on integrity and trust.
For more than 80 years of combined experience, our knowledgeable team is passionate about helping out clients - small business owners, executives, and established families- pursue financial independence.
By offering a wide range of services, including investment management, wealth management, retirement planning, education planning, estate planning and charitable giving strategies, we instill confidence that your complete financial picture will be aligned with your unique goals and aspirations for the future.
GLOBAL TEAM. GLOBAL RESULTS.
CO-FOUNDER & MANAGING DIRECTOR
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, tech elite, and established families throughout the West Coast.
With over 285K followers on Twitter, Winnie is one of the most followed financial advisors on social media today.
With more than 17 years of experience in the financial services industry, Winnie serves on the CNBC Financial Advisor Council, has been selected as Investment News' Twenty Women to Watch, is frequent speaker at national events, appears on CNBC’s Closing Bell, Fox Business News, and Cheddar TV as a market commentator, is a regular contributor to Forbes, NerdWallet, Influencive, MoneyTips, ModernMom, Galtime, Bloomberg’s AssetTV, is the host of TuneIn radio’s business show Renegade Millionaire, appears on CBS as a finance professional, and is quoted in publications including The Wall Street Journal, CNBC, ABC, 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, Winnie is regularly called upon to educate large corporate and nonprofit groups on planning strategies. Winnie has been honored with invitations by Barron’s to attend the conference for Winner’s Circle for Top Women Financial Advisors beginning in 2006 to present, named Investment News’ 20 Women To Watch**, and coined "The Wealth Whisperer" in OC Metro's “40 under 40” recognition*** and awarded first place in Rise Ranking’s 2017 Women in Finance Power 100 list.****
For press inquiries and speaking engagements, please contact: Rebecca Bellamey at email@example.com , (888) SUN-1888
* Salomon Smith Barney membership council levels were based on annual production ** Winnie Sun was selected on 2015 Investment News Women to Watch list for her ability to effect change in the industry, willingness to share her experience and her ability to give back to the community. *** 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. **** Rise Global women in Finance Leader Board Weekly ranking (6/19/17) by Kurtosys based on social media activity and engagement.
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 separate entity from LPL Financial.
“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
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
DIRECTOR OF BUSINESS DEVELOPMENT
Rebecca Bellamey is the Director of Business Development at Sun Group Wealth Partners. She joined the Sun Group in 2013 bringing with her 10 years of customer service experience as well as 3 years of administrative and operational financial experience. She earned the Washington Mutual “WOW!” award for her exceptional work in assisting clients with their investment account functions and operations. She loves helping people, and enjoys providing clients with assistance for any account matter, large or small.
When not working at the Sun Group, Rebecca is a freelance make-up artist who enjoys music and art, going to the movies, baking for her loved ones, as well as reading and writing. She currently resides in Orange County.
BRANCH OPERATIONS MANAGER
Jason Zhang is a Branch Operations Manager at Sun Group Wealth Partners. He joined our team in early 2013 with over 14 years of experience in financial service industry, including experience at WAMU Financial Service and W R Hambrecht Co. He holds Series 7 and 66 registrations through LPL Financial and is responsible for the team’s operation and compliance tasks.
Jason was graduated from the Shanghai Foreign Trade Institute. He is bi-lingual in English and Chinese. When not working, he enjoys traveling with family and friends or playing with his pets at home. He currently lives in Diamond Bar, California with his wife.
CLIENT SERVICES ASSOCIATE
Cheryl Walsh has recently joined Sun Group Wealth Partners. She worked for LPL Financial in Huntington Beach for 3 ½ years in customer service and has been working in the financial service industry for over 30 years. She holds her Series 7 and 66 registrations through LPL Financial.
Cheryl is currently living in Orange County with her husband now that her two sons have recently graduated from UCLA and UCSD and are on their own. Cheryl is a graduate of University of Cincinnati. She enjoys walking her two rescue dogs, traveling and biking.
FINANCIAL WRITING AND RESEARCH INTERN
Joshua Strickfaden has recently joined Sun Group Wealth Partners as a financial writing and research intern. Equipped with an engaging writing style and an analytical mindset, Joshua is assisting with the creation of producing financial content that is both informative and compelling. He is also the Editor in Chief for his university’s quarterly economics newsletter, as well as for StudyTrove, an ed-tech startup specializing in essay editing and college preparation.
Joshua is a senior at UCLA, where he is double-majoring in Economics and Asian Humanities and pursuing a simultaneous Master’s degree in East Asian Studies through the Departmental Scholars Program. He is also fluent in Japanese and conversational in Spanish. In his free time, Joshua can be found honing his chess and ping-pong skills or backpacking in Yosemite with his family.