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Available to book

Speaker & influential financial advisor

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.

Trusted by The Wall Street Journal, Forbes, CNBC

Winnie Sun

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Los Angeles, United States

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Winnie Sun's biography

At a glance

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

Winnie's showreel and videos

Why we recommend booking Winnie

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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Trusted by The Wall Street Journal, Forbes, CNBC

frequently asked questions

Have Questions About Booking?

What topics does Winnie Sun specialise in?
Winnie Sun specialises in discussing financial advising, social media presence, wealth management and more.
What is Winnie Sun's speaking style like?
Winnie delivers insightful financial guidance with confidence and clarity, engaging audiences through her extensive experience and media presence, making complex topics accessible and empowering for all.
How can I book Winnie Sun for my next event?
Email winnie.sun@getapeptalk.com or call us on +44 20 3835 2929 (UK) or +1 737 888 5112 (US), and one of our speaker agents will contact you within hours to confirm availability and fees. If you can, please include your budget upfront – it helps us fast-track your request. It’s also helpful to know the date, format (virtual or in-person), location, and a bit about your audience. As speaker agents, PepTalk can secure Winnie Sun for commercial and corporate events, conference keynotes, leadership talks, celebrity brand endorsements & partnerships, personal appearances, and motivational speaking engagements. We can assist with enquiries about Winnie Sun's speaking fees, availability, and booking process for private business functions, industry conferences, and team events. Please note, for media interviews, autographs, charity appearances, or personal matters, we recommend contacting Winnie Sun directly.
Have all the speakers on the website previously worked with PepTalk?

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.

Can I request autographs, personal greetings, signed merchandise, or fan mail from the speakers?

Sorry, we do not accept requests for autographs, signed merchandise, fan mail, or any non-commercial contact with the speakers, comedians or entertainers.

How can I report an issue or make changes to an expert profile?

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.

Can I book podcast guests through PepTalk?

Yes. PepTalk books commercial podcast guests every week of the year. A high-profile voice can boost your podcast's reach and deliver ideas to your audience at scale. Fees typically start from £1,200 / $1,500, depending on the expert. Our network includes bestselling authors, industry leaders, and cultural figures who have appeared on leading global podcasts — and many host their own. Whether you want bold insights, candid stories, or deep expertise, we'll help you find the right guest to elevate your show. Contact us today to book your next podcast guest.

How far in advance should I book a motivational speaker?

Book a motivational speaker at least 3–6 months in advance, especially for popular speakers or large events. Top speakers get booked quickly, so earlier is always better. For major conferences or peak seasons, booking 12 months ahead ensures you secure your first choice.

Help, I need a last-minute speaker for my event!

No problem! We often handle last-minute requests and can secure or replace a speaker, comedian, awards or event host quickly — almost anywhere in the world. However, speaker availability might be limited as the event date approaches. Email hello@getapeptalk.com with your requirements.