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Winnie Sun

Founder, Sun Group Wealth Partners

My team and I wanted to create a different type of wealth management practice that believed in redefining success and value towards a greater purpose. For us, it’s so much more than statements and balance sheets. Our mission is to be advocates who support and champion our clients and their financial and personal aspirations. It’s managing money and being a thought leader on social media too.

Irvine, California

Website

Articles & Insights

Financial Advisor The 6 Financial Habits Of Mentally Strong People That You Can (And Should) Adopt Now
Few people can look back and say that they kept their resolutions, but that doesn't mean it can't be done.
By Winnie Sun
Financial Advisor Why You Need To Stop Spending Money Right Now
The average American spends 33% more than he earns. That’s a figure that just can’t keep up if the economy is going to stay positive.
By Winnie Sun
Financial Advisor Why What Amazon Has Done For Medicaid And Low-Income Americans Matters
For people who rely on Medicaid, Amazon is hoping to make their lives a little easier by expanding easy access to needed goods and helping them save time and money.
By Winnie Sun
Financial Advisor 5 Tips On Raising The Next Generation Of Financially Savvy Kids
A strong grasp of personal finance is one of the best gifts that you can give to your children. After all, personal finance is rarely taught in the classroom and it’s often up to parents to stress the importance of developing money management skills.
By Winnie Sun