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Winnie Sun

Managing Director, Founding Partner


Winnie Sun, financial advisor, managing partner of Sun Group Wealth Partners (CNBC FA Council member, Forbes contributor, award-winning, ranked by Forbes, Investment News, CNBC, Investopedia, Barron’s) She is the host of Level Up with Winnie Sun.

Winnie Sun is the Managing Director and Founding Partner of Sun Group Wealth Partners, a trusted award- winning financial consulting firm providing financial planning services to small business owners, senior executives, celebrities, tech elite, and established families. Winnie is a regular contributor on Good Day LA, Cheddar, FOX Business and Forbes.

Winnie is the most followed financial advisors on social media today. @winniesun Winnie has over 300k twitter followers and her twitterchats average 150 million impressions

With more than 16 years of experience in the financial services industry, Winnie has been selected as Investment News’ Twenty Women to Watch, is frequent speaker at national events, appears on Today show, CNBC’s Closing Bell and Fox Business News as a market commentator, is a regular contributor to Forbes, is the host of TuneIn radio business show Renegade Millionaire, host of the Renegade Mom TV show on Modern Mom, appears on CBS as a finance expert, and is quoted in publications including The Wall Street Journal, CNBC, The New York Times, Yahoo! Finance, AOL Finance, HuffPost LIVE, theStreet TV, USA Today, TheStreet show, Rep Magazine, On Wallstreet Magazine, Financial Planning Magazine, FA Magazine, AdvisorOne Magazine, Greers OC, Orange County Business Journal, Orange County Register, OC Metro, OC Family, and many others.

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