Meet Winnie

An educator, speaker, entrepreneur and patient optimist who is committed to

The Journey To Success

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Entrepreneurship started early in Winnie’s life. At age 7, she was selling avocados out of her friend’s yard all around their neighborhood. 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. Her family wasn’t rich, but she always felt extremely fulfilled and happy. Winnie’s parents were incredible savers and she remembers being taken to the bank to roll pennies and nickels to be deposited into her first savings account. Winnie accredits her first savings account booklet to be like a gift from heaven.

Education was a top priority in the Sun household. As with many Asian parents, hitting the books came before anything else. Winnie excelled in high school and got 

accepted into all of her top choices for college — only to learn her first lesson about bad investing. Winnie’s parents put money into a townhouse project that was supposed to pay for college. It went belly up. She didn’t know it at the time, but her parents’ financial hardship and struggles served as the best personal finance education she could have received. Winnie also knew she never wanted to ever be in their situation. Winnie ended up in state at UCLA, working constantly to help her family financially. When most kids were partying, she was searching for side jobs.

During college, Winnie started a television audience consulting company, signing the hit shows and big networks — America’s Funniest Home Videos, Judge Judy, Wheel of Fortune, Jeopardy, MTV pilots and others as clients. She even became a voting member for the Emmy’s. 

During the 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 Sun has more than two decades of experience in managing money for high net worth individuals, advising companies and small businesses.

Winnie now lives in Southern California with her husband and three sons — ages 9, 7, 5 – who keep them very busy.

“Right here, right now is exactly where you should be. We don’t choose our way, but we always get to decide how we act on opportunities.”

– Winnie Sun

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