Winnie Sun
Transform financial wellbeing with Winnie Sun, speaker and influential financial advisor. Winnie works with organizations to enhance financial literacy and wealth management strategies, delivering trusted insights featured in The Wall Street Journal, Forbes, and CNBC's Financial Advisor Council.
California, United States
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With over 20 years of experience in the financial services industry, Winnie's expertise is recognized by her position on the CNBC Financial Advisor Council. She is also a regular contributor for esteemed publications such as Forbes, Fox News, and Digital Trends television.
Her insights are highly sought after, leading to frequent quotes in renowned publications like The Wall Street Journal, The New York Times, and Yahoo! Finance, among others.
In addition to her media contributions, Winnie holds the position of Managing Partner at Sun Group Wealth Partners. Prior to this role, she served as the First Vice President of Wealth Management, Senior Investment Management Specialist, and Lead Financial Advisor for the Sun Group at Morgan Stanley Smith Barney.
With her vast experience and knowledge, Winnie is an ideal choice for a PepTalk to enhance your team's financial well-being. Learn from her expertise and empower your team to achieve financial success.
Topics, Sessions And Talks
This session will provide attendees with practical strategies and tools to take control of their personal finances and achieve financial empowerment. From budgeting and saving to investing and debt management, participants will learn how to make informed decisions and set achievable financial goals. By mastering their money, attendees will gain a sense of financial security, independence, and the ability to make their money work for them, ultimately leading to a more fulfilling and stress-free life.
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Frequently Asked Questions
Everything you need to know about booking an expert speaker, facilitator, host or entertainment for your event.
- If you'd like to book one of our expert speakers, email us at hello@peptalk.com, send us a chat message or give us a call, and we’ll help you out.
- We’ll take your event details — topic, audience, budget, date, and location — and create a custom speaker proposal for you within 48 hours.
- If you already have someone in mind, that’s okay too; just let us know their name! Even if they aren't listed publicly on our website, we have a huge network and work with almost everyone.
- Once you've reviewed our speaker propsal and have selected and expert shortlist, we'll double check availability and fees with your chosen expert.
- You're welcome to have a chemistry call with the speaker before making the final decision, too.
- Next, we'll send out contracts to confirm the booking. One of our experienced event producers will liase with both you and the talent on the finer details, and arrange travel if necessary, taking the stress off your plate.
Not necessarily. While the speakers listed on our website may not have worked with PepTalk in the past, they are recognized professionals in the industry and known to engage in similar events and engagements. We work with a wide variety of speaker agents and talent agencies to ensure we have the best selection of speakers, hosts, comedians and entertainers available.
We do not accommodate requests for birthday messages or any other personal, non-commercial contact with the speakers, comedians or entertainers.
We work with speakers across a variety of fee ranges, giving you the flexibility to choose someone who fits your event's needs. Virtual keynote fees in the UK and Europe typically start at £2,000, while in-person top-tier speakers can reach £25,000. In the US, virtual in-person fees range from $5,000 to over $100,000, depending on the speaker and format, such as after-dinner talks, conference keynotes, Q&As, or podcasts. Comedians generally start at £1,500 or $2,000 for a 20-minute set.
Our goal is to help you find the speaker who best matches your event’s goals and budget. We take the time to understand your event, objectives, and audience to recommend the right fit. The most expensive option isn’t always the best one, and our priority is finding the ideal speaker or expert for your needs; not the highest-priced one.
Reach out for personalised recommendations and detailed information on specific speaker fees. We’re here to offer a tailored service and are always happy to discuss your unique requirements!
There’s no additional cost for our services beyond the speaker fee — simply contact us to find the right speaker for your next business or team event. We can also work with your corporate procurement team to negotiate favourable long-term rates, simply email hello@getapeptalk.com for more information.
Partnering with PepTalk means elevating your events with our curated roster of top motivational speakers, industry experts, delivering punchy keynotes that leave a lasting impact. From talent selection, to contracts and logistics, we handle it all. We have global expert network, with over 3000 speakers from over 33 countries on our line-up.
We also provide a full range of talent, from event hosts and moderators to interviewers and corporate entertainment, ensuring your event’s success from start to finish.
PepTalk workshops are interactive learning experiences for leaders at all levels, blending theory with practical insights from industry experts. These programs, led by experienced facilitators, are designed to drive real mindset changes and equip participants with actionable skills. Workshops can be customised to meet your organisation's specific needs. Explore our workshop examples and contact us today to learn how your team can benefit.
If you notice something that needs attention or have any queries regarding an expert speaker profile, feel free to email us at experts@getapeptalk.com, and we’ll be happy to assist.