Winnie Sun
Co-Founder & Managing Director
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 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 (from 2019 to 2021), is a member of the CNBC Financial Advisor Council, and has been named one of Investment News' Twenty Women to Watch (2015). 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.
Award-Winning Financial Pro
Winnie Sun Forbes Best-In-State Wealth Advisors (2018-2020, 2024)
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
*Winnie Sun America’s Top Women Wealth Advisors (2019-2021)
The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. 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 rankings.
Winnie Sun (2015)
InvestmentNews will review nominees’ eligibility for the list based on the following criteria: demonstrated success and leadership in the financial advisory industry; the ability or power to effect change in the industry; exhibited a willingness to share her expertise with others in the field, including serving as a mentor or role model to other female professionals in the industry and speaking at industry events; and giving back to her community through such activities as sitting on boards, volunteering and donating time to help investors.
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 specialized 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.