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
Articles & Insights
About The List
As part of Investopedia’s goal to empower people to make smarter financial decisions, we value the role that financial advisors play in critical conversations about financial literacy, investing strategies, life-stage planning and wealth management. We believe that informative and actionable advice about these topics is important for all readers of all ages and incomes. The INVESTOPEDIA 100 allows us to celebrate the enormous value that advisors contribute to that conversation through their blogs, social media channels, and public appearances.