Elevate your financial literacy and wellbeing with Winnie Sun, speaker, trusted financial advisor, and social media influencer.
's Featured Sessions
Money worries can have a huge impact on our wellbeing. From sleepless nights to anxiety to an inability to fully focus on work, a lack of financial wellbeing can quickly become a big burden on our mental health. Help your team conquer this by letting our experts provide them with the practical tools to secure their finances both for today and the future.
Winnie Sun | Speaker Biography
Winnie, one of the most reputable and influential financial advisors in the media today, has a strong presence on social media. Her trending business tweetchat on Twitter garners an impressive average of over 150 million impressions per week. 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.