901-754-9404
My List0

We've now made it easier for you to research and save your favorite keynotes speakers. Click on the + sign to add a speaker to your Speaker List and email your favorites to colleagues and friends.

using System.Text.RegularExpressions;
Winnie Sun Speaker

Winnie Sun

    • Financial Advisor
    • "The Wealth Whisperer"
    • Two decades of experience in managing money for high net worth individuals, advising companies and small businesses.
Full Bio
In Person-Fee 🛈

Please inquire

Virtual Fee:

Please Inquire

Travels From

California

Book Winnie Sun

Book Winnie Sun

Winnie Sun Speaker Biography


Winnie 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, earned a spot on the Forbes Best-In-State-Wealth Advisors List, 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 shoe 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, the Street 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.

Winnie was previously First Vice President of Wealth Management, Senior Investment Manager Specialist, and Lead Financial Advisor for the Sun Group at Morgan Stanley Smith Barney. Her exemplary young tam was a premier leader in managing client portfolios and providing professional customized service, Winnie began her investment advisory practice with Salomon Smith Barney where she was awarded their highest honors for success with her membership in the elite Blue Chip Council (2001-2004), Century Council, and President’s Council.

Prior to entering the financial planning industry Winnie was an entrepreneur. She owned and operated CH Entertainment, which was headquartered in Los Angeles, California. Her firm was a leading television audience production company, with many high profile clients including America’s Funniest Home Videos, Jeopardy!, Wheel of Fortune and Judge Judy, Winnie paticipated in over 350 television taping productions, and was a voting member of the Academy of Television Arts and Sciences (Emmys).

 

  • How To Talk To Your Kids About Money
  • Financial Planning Power Tips: Getting Into A Financially Confident Mindset
  • How To Invest With A Millionaire Mindset
  • Financial Planning Power Tips: How To Get Your Budget Skinny By Summer/Fall/Spring

 

Related Speakers

Liz Bohannon keynote speaker

Liz Bohannon

Founder & CEO of Socially Conscious Fashion Brand

David Allen, Speaker

David Allen

World's Leading Authority on Personal and Organizational Productivity

Shane Snow, speaker

Shane Snow

Human Explorer

David Lim keynote speaker

David Lim

Led the 1st Singapore Everest Expedition and made a comeback from total paralysis to return to the great peaks

Joel Selanikio, Healthcare Speaker

Joel Selanikio

Practicing Physician & Emergency Responder

Matthew Emerzian

Matthew Emerzian

4-Time Best-Selling Author with Over 350 Keynotes Delivered

Anindya Ghose, keynote speaker

Anindya Ghose

Foremost Authority on the Mobile Economy

Lynn Martin, Economics Speaker

Lynn Martin

Secretary of Labor

Jason Barger keynote speaker

Jason Barger

New York Times-Celebrated Author

Kim Perell keynote speaker

Kim Perell

Award Winning Tech Entrepreneur

Jonas Kjellberg, Digital Transformation Speaker

Jonas Kjellberg

Co-Creator of Skype

Roger Nierenberg, B2B & B2C Speaker

Roger Nierenberg

Founder of the Music Paradigm and Creativity

Reviews

Testimonials

We work with a lot of speaking organizations... Let me tell you - ESB is the best! Matt Meyer is by far the best agent to work with!

Warrior Rising

Everyone on the ESB team (Matt, Sheryl, etc.) has been great to work with for our events. Looking forward to keep working with ESB!

Plexus Worldwide

We had a positive experience with ESB. Matt Meyer is a great communicator and easy to get a hold of. He helped us through the process to make..

BNSF

ESB was patient, thorough, and responsive during the planning process. Thank you for making this such a great experience for us!

ConnectWise

ESB supported our needs and the needs of our speaker throughout the entire process. I highly recommend working with ESB to find your next spe..

DogWatch

"It's always a pleasure to work with ESB. Very professional and personable staff. Thanks!"

Testimonial | Texas Society of Architects

"Excellent! Thank you for being a true partner to our organization and its development."

HCA Healthcare

"They are the only speakers bureau I will even consider using!"

Testimonial | Youth Villages

A wonderful bureau to work with! Big ups to everyone who helped make our event a success. Fingers crossed we get the chance to collaborate fo..

MDRT | Testimonial

"As always, you are the best most responsive speaker bureau I've ever worked with!"

Image Media
Need Suggestions? Have Questions?

Need Suggestions? Have Questions?

Call to discuss how we can you help find the right speaker(s) for your organization.

© 2024 Executive Speakers Bureau. All Rights Reserved.

Design and Developed by eBiz Solutions

Get Ideas in 1 hour or less

Executive Speakers Bureau consistently receives praises about our speed and efficiency. From the beginning of your event planning, our extensive online speaker database and resourceful staff allow us to quickly equip you with the best speaker for your event.

Need a last minute speaker? No worries. Our speed and efficiency help us give you ideas for speakers in one hour or less.