Winnie Sun is the Managing Director and Founding Partner of Sun Group Wealth Partners, a well-regarded financial consulting firm that provides comprehensive financial planning services to small business owners, senior executives, celebrities, tech elite, and established families throughout the West Coast. Our award-winning team is dedicated to helping clients achieve their financial goals and confidence on their futures.
As a widely followed financial advisors on social media, Winnie Sun has gained widespread recognition for her expertise and insights. With over 20 years of experience in the financial services industry, Winnie has been ranked by Forbes as one of the top financial advisors in the country, is a member of the CNBC Financial Advisor Council, and has been named one of Investment News' Twenty Women to Watch. She is a frequent speaker at national events, including CNBC and Forbes, and appears regularly as a market commentator on CNBC, Yahoo Finance, Good Day LA, Fox Business News, and Cheddar TV. In 2024, Winnie is listed as Forbes Top Women Wealth Advisors, Best-In-State.
Winnie is also a regular contributor to major media outlets, including Good Day LA, the Today Show, Fox Business, CNBC, NerdWallet, Influencive, MoneyTips, ModernMom, Galtime, Bloomberg’s AssetTV, and many others. Her insights and commentary have been featured in top-tier publications such as 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 more.
At Sun Group Wealth Partners, Winnie, Brandon, and our team of financial professionals are committed to helping our clients achieve financial confidence and success. Contact us today to learn more about our comprehensive financial planning services.
Winnie Sun
Co-Founder & Managing Director
The Forbes ranking of America’s Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for ranking.
Award-Winning Financial Pro
Winnie Sun, Managing Director and Founding Partner of Sun Group Wealth Partners, has over 20 years of experience in the financial services industry, having previously served as First Vice President of Wealth Management, Senior Investment Management Specialist, and Lead Financial Advisor for the Sun Group at Morgan Stanley Smith Barney. Her young team was a premier leader in managing client portfolios and providing professional customized service.
Prior to entering the financial planning industry, Winnie was an entrepreneur who owned and operated CH Entertainment, a leading television audience production company headquartered in Los Angeles, California. Her firm worked with 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. She has been honored with numerous awards and recognitions, including invitations to the Barron’s Winner’s Circle for Top Women Financial Advisors (2006-present), Investment News’ 20 Women To Watch, and OC Metro's “40 under 40” recognition as "The Wealth Whisperer." Winnie was also awarded first place in Rise Ranking’s 2017 Women in Finance Power 100 list.
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. * Membership based on revenue.