Winnie Sun

CNBC Closing Bell Market Commentator | Forbes Personal Finance Contributor | Sun Group Wealth Partners' core philosophy is: "Redefining success and value towards a greater purpose."

Financial Adviser at Sun Group Wealth Partners in Irvine, CA


Winnie Sun is the Managing Director and Founding Partner of Sun Group Wealth Partners, a trusted financial consulting firm providing financial planning services to small business owners, senior executives, celebrities, and established families throughout the West Coast. With more than 14 years of experience in the financial services industry, Winnie is frequently featured as a “top advisor” speaker at national industry events, and has been quoted in publications including The Wall Street Journal, CNBC, Yahoo! Finance, AOL Finance, USA Today, OnWallstreet Magazine, Financial Planning Magazine, InvestmentNews, FA Magazine, AdvisorOne Magazine,, OC Metro, etc. As an independent wealth advisor and LPL financial planner, Winnie is regularly called upon to educate large corporate and nonprofit groups on planning strategies. Winnie has also been honored with invitations to the Barron’s Winner’s Circle for Top Women Financial Advisors beginning in 2006 - 2012. Please see LinkedIn for full profile.

3 Park Plaza, Suite 120 in Irvine, CA 92614
Languages: English, Chinese
Year started: 1999


Peer Endorsements

Best Answers

Asked by Kathleen
Answered by Winnie Sun PRO+
Financial Adviser in Irvine, CA
This is an excellent question. Annuities may/may not be an ideal situation for you, but I think it would be in your best interest to compare and understand all your op...
Asked by Carla
Answered by Winnie Sun PRO+
Financial Adviser in Irvine, CA
The best thing to do is to get your house in order again. Once you are strong enough to, start accumulating. As you work, take a percentage and invest in your company'...
Asked by Martha
Answered by Winnie Sun PRO+
Financial Adviser in Irvine, CA
Hi Martha, Thanks for the question. In order to utilize 529 funds for higher education purposes, the IRS does want to make sure that you are attending school at least...







  • Annuities
  • Bonds & Fixed Income
  • Business Planning
  • Education Savings
  • Equities
  • Estate Planning
  • Life Insurance
  • Mutual Funds
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments



Orange County Register's 40 Under 40


Forbes: Defined Benefit Plans
The Cost of Kids
Forbes: Power Couples

Speaking Engagements

No Speaking Engagements listed.



Vice President - Wealth Management
Managing Director, Founding Partner