Winnie Sun is one of the most followed financial advisors on social media today. With more than 17 years of experience in the financial services industry, Winnie serves on the CNBC Financial Advisor Council, has been selected as Investment News’ Twenty Women to Watch*, is a frequent speaker at national events, appears on CNBC’s Closing Bell, Fox Business News, and Cheddar TV as a market commentator, is a regular contributor to Forbes, NerdWallet, Influencive, MoneyTips, ModernMom, Galtime, Bloomberg’s AssetTV, is the host of TuneIn radio’s business show Renegade Millionaire, appears on CBS as a finance professional, and is quoted in publications including The Wall Street Journal, CNBC, ABC, The New York Times, Yahoo! Finance, AOL Finance, HuffPost LIVE, theStreet TV, USA Today, TheStreet show, Rep Magazine, OnWallstreet Magazine, Financial Planning Magazine, FA Magazine, AdvisorOne Magazine, GreersOC, Orange County Business Journal, Orange County Register, OC Metro, OC Family, and many others.
As an independent wealth advisor, Winnie is regularly called upon to educate large corporate and nonprofit groups on planning strategies. Winnie has been honored with invitations to attend the conference for Barron’s Winner’s Circle for Top Women Financial Advisors beginning in 2006 to present, named Investment News’ 20 Women To Watch, and coined “The Wealth Whisperer” in
OC Metro’s “40 under 40” recognition***, and awarded first place in Rise Ranking’s 2017 Women in Finance Power 100 list.