Before joining the company, she served at IBM for 16 years, holding multiple executive positions.

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Book Winnie Sun To Speak At Your Next Event 2017 - Call 949.625.6800

Investopedia lists her as one of most influential financial professionals on social media today with over 350K followers on Twitter alone and her popular business finance tweetchat averages over 150 Million impressions per week. We were thrilled that Winnie was able to add so much value to our audience at OPLZA 2018."

When she was 9, she was working at her father’s pizza restaurant, where she memorized the tax calculations for every pizza, cup of soda and menu item that could be ordered.An entrepreneur, speaker and media personality, Winnie has been featured on CNBC, Fox Business, Cheddar and appeared in 100 other interviews for various outlets.Winnie is the child of immigrant parents who struggled with a new language and a new culture, but they showed her how hard work could lead to success. She engaged the audience with her expertise and was able to powerfully connect with them through the duration of her talk.

Winnie Sun is an award-winning, Forbes ranked founding partner of Sun Group Wealth Partners. She’s the host of LevelUp With Winnie produced in partnership with NASDAQ and appears on Nasdaq, Amazon Fire, Roku, and the regular personal finance contributor on Good Day LA, Fox News, Digital Trends, and others.

Winifred Shih Sun (born January 16, 1974), known as Winnie Sun, was an American financial advisor, speaker and founding partner of Sun Group Wealth Partners, a financial consulting firm. Winnie accredits her first savings account booklet to be like a gift from heaven. Winnie fit right in with our culture. Right before completion of the program, Winnie was hired as a financial advisor at Smith Barney.

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Entrepreneurship started early in Winnie’s life. Education was a top priority in the Sun household. She shows up prepared, she's super positive, owns the stage, and spends extra time engaging with my attendees.

She provided the perfect balance of value through entertainment and education during her presentation. Purpose: Canadian Frailty Network 2020 Interdisciplinary Fellowship Program Name of agency: Canadian Frailty Network Date of award: May 2020 Duration: One year Title of project: Goal-Setting and Decision-Making with Persons with Dementia in Geriatric Services Total award: $35,000 All investigators: Ms. Stacey Hawkins and Dr. Winnie Sun ((Matching Funds of $17,500 from Senior Care Network)

Winnie Sun is an award-winning, Forbes ranked founding partner of Sun Group Wealth Partners. Winnie accredits her first savings account booklet to be like a gift from heaven.Education was a top priority in the Sun household.

Winnie also knew she never wanted to ever be in their situation.

She is also one of the most followed financial professionals on social media today. Winnie Sun is an entrpreneur and host of the new show Level Up with Winnie Sun airing in 2020. We have a wonderful community that fosters creativity and action. 21 talking about this.


At age 7, she was selling avocados out of her friend’s yard all around their neighborhood.
Winnie Sun is an award-winning financial advisor and Managing Director of Sun Group Wealth Partners, a trusted financial consulting firm on the West Coast. As a student at UCLA Winnie founded Crowded House Entertainment, a Los Angeles-based television audience production company. Winnie Sun is an award-winning, Forbes ranked founding partner of Sun Group Wealth Partners. Sun is founder of Sun Group Wealth Partners. Don’t even get me started on how hard it’s been to find flour and yeast!The stimulus bill, officially known as the Coronavirus Aid, Relief and Economic Security Act (CARES), passed in late March.

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