\r\nWinnie Sun is Founding Partner of 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.\r\n\r\n\r\nWith more than 12 years of experience in the financial services industry, 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 expert 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 Presidents Council throughout her tenure. Winnie was also an advising member of the Smith Barney Asian Advisory Council.\r\n\r\n\r\nPrior to entering the financial planning industry Winnie was an entrepreneur. She owned and operated Crowded House Entertainment, which was headquartered in Los Angeles, California. Her firm was a leading television audience production company, with many high profile clients including Americas 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).\r\n\r\n\r\nAs an independent wealth advisor and LPL financial planner, Winnie is regularly called upon by local businesses and organizations to educate large groups on financial planning strategies, and she currently holds monthly workshops for her corporate clients and their guests. Winnie has also been honored with invitations to the Barrons Winners Circle for Top Women Financial Advisors in the United States beginning in 2006 thru 2010.\r\n\r\n\r\nWinnie is a graduate of UCLA where she earned her Bachelor of Arts degree in Political Science with a focus in Business Economics.\r\nWinnie is fluent in Chinese and proudly represents key members and businesses in the Asian community throughout Southern California. She enjoys spending time with family and friends and visiting farmers markets on weekends. Winnie is also an avid reader and regularly participates in Zumba classes. She resides with her husband Tim and their young son in Orange County, California.\r\n
Like what you see? Make sure you're getting it all
Accounting Today is a leading provider of online business news for the accounting community, offering breaking news, in-depth features, and a host of resources and services.