Winnie Sun is a financial advisor, speaker, entrepreneur, and patient optimist who is committed to helping.
Winnie is regular contributor to Forbes, a CNBC financial advisor council member, and the regular money personality on Good Day LA. She has more than two decades of experience managing money for high-net-worth individuals, advising companies and small businesses. Throughout her career, she has appeared on some of the biggest business programs and channels in America—including CNBC, ABC, CBS, Fox Business Network, and dozens of local network affiliates—to help viewers better understand their money.
While still a college student, Winnie started a television audience consulting company, signing hit shows and big networks, including America's Funniest Home Videos, Judge Judy, Wheel of Fortune, Jeopardy, and MTV pilots. She even became a voting member for the Emmys. During her television downtime, Winnie studied personal financial planning at UCLA. Right before completion of the program, Winnie was hired as a financial advisor at Smith Barney. She sold her television audience production business, and put on her first suit.
After more than a decade at Smith Barney, Winnie left to form Sun Group Wealth Partners with her partner Brandon Chang. In 2011, they left the big firm and started their own boutique practice.
Winnie now lives in Southern California with her husband and three young sons.