From Wikipedia, the free encyclopedia
Winnie Sun , is an American
financial advisor , speaker and founding partner of Sun Group Wealth Partners, a financial consulting firm.
[1]
[2]
Career
Sun is founder of Sun Group Wealth Partners.
[3]
[4] As a student at UCLA Winnie founded Crowded House Entertainment, a Los Angeles-based television audience production company. She worked on providing audience members to shows such as
America’s Funniest Home Videos , Judge Judy,
Wheel of Fortune ,
Jeopardy! , Regis and Kathy Lee tapings in Los Angeles.
Sun is frequent speaker at national events. Sun is frequently featured as a top advisory speaker at national industry events,
[5] appears on CNBC’s
Closing Bell ,
[6]
Fox Business Network segment on Mornings with Maria,
[7]
Varney & Co. ,
Good Day L.A. , and
Cheddar TV as a market commentator, is a regular contributor to
Forbes ,
[8]
NerdWallet , Bloomberg’s AssetTV, is the host of TuneIn radio’s business show Renegade Millionaire ,
[9] appears on CBS as a finance professional, and is quoted in publications including
The Wall Street Journal ,
[10] CNBC,
ABC ,
The New York Times ,
Yahoo! Finance ,
AOL Finance ,
HuffPost Live ,
[11]
theStreet TV ,
[12]
[13]
USA Today ,
[14]
Financial Advisor ,
Orange County Business Journal ,
Orange County Register ,
OC Metro ,
Entrepreneur magazine ,
[15] and many others. From January 2018, Sun serves as online contributors to
CNBC Financial Advisor Council.
[16]
Education
Graduated
UCLA with a BA in Political Science with a focus in Economics in 1996.
Personal Financial Planning Certificate Program at UCLA.
Honours
Sun was named Twenty Women to Watch 2015 by InvestmentNews.
[17]
References
^
"Cold Calls Still Help the Bottom Line" . Wsj.com. Retrieved August 26, 2015 .
^
"Serious Concern, Optimism Follow New SEC Social Media Rules" . Financial-planning.com. Retrieved August 26, 2015 .
^
"LPL showcases some successful, ambitious advisors as the FOCUS 2012 conference wraps up" . Ria Biz. Retrieved August 26, 2015 .
^
"For Parents, The Hardest Part Of Kids Going Off To College Can Be The Cost" . CBS Local. Retrieved August 26, 2015 .
^
"As Bulls Romp, Advisers Aim to Manage Down Expectations" . The Wall Street Journal. Retrieved September 13, 2015 .
^
"Closing Bell Exchange: When will equities die?" . CNBC . Retrieved February 1, 2018 .
^
"Where are Millennials investing their money?" . Fox Business . September 30, 2015. Retrieved April 10, 2016 .
^
"Winnie Sun" . Forbes . Retrieved August 26, 2015 .
^
"Listen to Renegade Millionaire with Winnie Sun online" . TuneIn . Retrieved April 13, 2016 .
^ Wursthorn, Michael; Dagher, Veronica.
"Advisers Work to Steady Anxious Investors" . Wall Street Journal .
^
"Social Media & The Wealth Whisperer. The Celebrity Wishmaker Simonetta Lein Meets Financial Advisor Winnie Sun" . Huffington Post . July 13, 2016. Retrieved February 1, 2018 .
^
"So You Won the Lottery? Before You Pop Champagne, You've Got Work to Do" . TheStreet . Retrieved April 13, 2016 .
^
"3 Technology Titans to Buy and Hold: Twitter, Apple and Amazon" . TheStreet.com . Retrieved April 10, 2016 .
^
"3 technology titans to buy and hold: Twitter, Apple and Amazon" . USA TODAY . Retrieved April 10, 2016 .
^ Kulkarni, Chirag.
"4 Low-Cost Moves Startups Use to Build Company Culture" . Entrepreneur.com . Retrieved April 13, 2016 .
^ Martin, Asia.
"Four Advisors Named CNBC Digital Contributors" . Financial Advisor . Retrieved February 1, 2018 .
^
"Women to Watch 2015: Winnie Sun" . InvestmentNews . Retrieved April 10, 2016 .
External links