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One of the most trusted and followed financial advisors in the media today, Winnie averages over 150 million impressions per week on Twitter with her trending business tweetchat. With more than 20 years of experience in the financial services industry, Winnie serves on the CNBC Financial Advisor Council, is a popular Forbes contributor and is a regular Fox News and Digital Trends television contributor. Further in demand for her expert advice, Winnie is also frequently quoted in publications including The Wall Street Journal, The New York Times and Yahoo! Finance amongst others.
When she's not sharing her advice on social media, Winnie leads as the Managing Partner of Sun Group Wealth Partners and 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. If your team could benefit from a PepTalk to boost their financial wellbeing, whatever their need may be, book in and level up with Winnie.

Winnie Sun

Los Angeles, California, USA

Award-Winning Financial Advisor, Speaker & Founding Partner of Sun Group Wealth Partners

Business Entrepreneurship Negotiation Skills

Winnie Sun

One of the most trusted and followed financial advisors in the media today, Winnie averages over 150 million impressions per week on Twitter with her trending business tweetchat. With more than 20 years of experience in the financial services industry, Winnie serves on the CNBC Financial Advisor Council and is a regular contributor for Forbes, Fox News and Digital Trends television. Further in demand for her expert advice, Winnie is also frequently quoted in publications including The Wall Street Journal, The New York Times and Yahoo! Finance amongst others.

When she's not sharing her advice on social media, Winnie leads as the Managing Partner of Sun Group Wealth Partners and 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. If your team could benefit from a PepTalk to help boost their financial wellbeing, learn from experience with Winnie.

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