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Winnie Sun

About Winnie Sun

The media has made Winnie Sun one of the industry’s most sought after financial experts. A regular contributor to Forbes, she’s appeared on the biggest finance programs and channels in the country, including CNBC, ABC, CBS, Fox Business, hot finance startup Cheddar and dozens of local network affiliates to help viewers better understand their money.

She has spoken at major international conferences, to large audiences at Fortune 500 companies, has been named Investment News “20 Women To Watch” and nicknamed “The Wealth Whisperer” by OC Metro Magazine.

How And How Much Will You Spend This Mother’s Day?

May 12, 2017 by Winnie Sun

How will you be celebrating your Mom this year? In 2016, Americans spent $21.4 billion dollars on Mother’s Day (1). And this year, that number is expected to hit an all-time high of $23.6 billion. (2) And while celebrating mom has certainly taken different forms over the centuries, it is safe to say that we spend big to spoil our moms! Officially, Mother’s Day started as a … [Read more...] about How And How Much Will You Spend This Mother’s Day?

6 Things You Should Never Say To Your Financial Advisor

March 14, 2016 by Winnie Sun Leave a Comment

Are you looking to get your financial house in order? Market volatility is real, and it’s projected to get worse before it gets better. Retirement planning, reviewing your investing strategy, and setting up an emergency fund can be a lot easier with a pro. In our Millennial Study, we found that the majority of those we recently surveyed aspired to start financial planning, … [Read more...] about 6 Things You Should Never Say To Your Financial Advisor

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