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 Range:

Please inquire

Virtual Fees: Please Inquire
Travels From

California

Book Winnie Sun

Book Winnie Sun

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

 

Speaking Topics:

Related Speakers

Carla Harris, Speaker

Carla Harris

Vice Chairman

Luria Petrucci, Speaker

Luria Petrucci

Creator of 1st Facebook LIVE daily

Thomas Frey

Thomas Frey

Innovation Editor

Dennis Gillan, speaker

Dennis Gillan

World Class Speaker & Mental Health Advocate

Brett King

Brett King

Industry Disruptor & Bank Futurist

Chanel Miller, speaker

Chanel Miller

Survivor of Sexual Assault; Author

Sallie Krawcheck

Sallie Krawcheck

One of the Most Respected Voices on Wall Street

Peter Zeihan Speaker

Peter Zeihan

Geopolitical Strategist

Martha Rogers, Communications Speaker

Martha Rogers

Founding Partner

Richard Branson Speaker

Richard Branson

Virgin Group

John Sweeney, Customer Service Speaker

John Sweeney

Inspiring Innovation at the Speed of Laughter

America Ferrera, Hispanic Speaker

America Ferrera

Emmy Award-Winning Actress

Reviews

Testimonials

This was my first experience using ESB to locate and secure a keynote speaker for my Corporate event. They were extremely easy to work with a..

AngMar Medical Holdings

"Matt Meyer was really wonderful in assisting me to find the correct keynote speaker for our conference. Jenny Foreman was completely on top ..

The Anchor Group

"As always, Executive Speakers Bureau helped us execute another flawless event. It is always so reassuring to know that you have a team behin..

Texas Hospital Association

"What stands out about the times I have worked with Executive Speakers Bureau is their lightning-fast response time. ESB’s account exec..

Keynote Speaker

"I've worked with Richard and ESB for many years and he's always able to deliver for us. He works hard to meet your speaker goals within the ..

Chem Dry

"Angela is the best!!! I can always count on her honest feedback about speakers. She helps me look like a hero to my company!"

Testimonials | Medtronic | Executive Speakers

"ESB continues to deliver great options for us as we plan our event each year."

Testimonials | Arkansas Heart Hospital | Executive Speakers

“I am banging my head against the wall right now for all the times I have done this without using Executive Speakers Bureau. This ..

Clorox Client

"The conference was an immense hit – we certainly raised the bar in our company on how conferences are planned and executed. You and yo..

Testimonials | Benchmark Global Hospitality | Executive Speakers

"Johnny Cupcakes was a hit last night! Thank you both so much for all of your assistance through this process, it has been such a positi..

Johnny Cupcakes | Testimonials | Executive Speakers
Need Suggestions? Have Questions?

Need Suggestions? Have Questions?

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

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.

Please fill in information below