Winnie Sun, founding partner and managing director of Sun Group Wealth Partners, joins host Deirdre Breakenridge on Women Worldwide. With more than 16 years of experience in the financial services industry, Winnie has been selected as Investment News’ “Twenty Women to Watch.” She is frequently featured as a “top advisor” speaker at national events, is a contributor to Forbes, Fox Business, CNBC broadcast, and CBS News.
On the show, Winnie discusses how she went from a career in entertainment working on America’s Funniest Home Videos to financial wealth management and launching her own firm. Winnie has also worked on a nationwide Millennial Study focused on the spending habits of Millennials, with several surprising results and misconceptions she shares on the show. As a successful entrepreneur, Winnie points out her business and personal challenges and gives advice to business professionals on how to create success and happiness in life.
A little more about Winnie Sun
Winnie is known as the most “social” financial adviser in her industry. She has a weekly tweet chat (#WinnieSun) and she is also a podcaster. On her show, Renegade Millionaire Show” she interviews entrepreneurs, high profile CEOs, and the nation’s top trailblazers in business and entertainment. As an independent advisor, Winnie is called upon to educate large corporate and nonprofit groups on planning strategies. She has been honored with invitations to the Barron’s Winner’s Circle for Top Women Financial Advisors beginning in 2006 to the present and has been coined “The Wealth Whisperer” by OC Metro Magazine’s 40 under 40.
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