Winnie Sun

Winnie Sun | PepTalk Expert Speaker
Winnie Sun | PepTalk Expert Speaker
Speaker, Financial Advisor And Founding Partner of Sun Group Wealth Partners
Los Angeles
Elevate your financial literacy and wellbeing with Winnie Sun, speaker, trusted financial advisor, and social media influencer.
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Winnie Sun | PepTalk Expert Speaker
Winnie Sun | PepTalk Expert Speaker
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Winnie Sun | Speaker Biography

CNBC Financial Advisor Council Member
Trending Business Tweetchat Host with 150M Weekly Impressions
Managing Partner at Sun Group Wealth Partners

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.

Why Should You Book Winnie Sun?

Winnie's unparalleled expertise, evidenced by her 20 years in the financial services industry and leadership roles, makes her an invaluable resource for empowering your team with cutting-edge financial strategies. Her influential presence in top media outlets and impressive social media engagement demonstrate her ability to communicate complex financial concepts in an accessible manner. Booking Winnie ensures your team gains insights from a top-tier financial advisor, enhancing their financial well-being and driving your business's success.

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