Available to book
Winnie Sun
Transform financial wellbeing with Winnie Sun, speaker and influential financial advisor. Winnie works with organizations to enhance financial literacy and wealth management strategies, delivering trusted insights featured in The Wall Street Journal, Forbes, and CNBC's Financial Advisor Council.
Winnie Sun, one of the most reputable and influential financial advisors in the media today, has a strong presence on social media. Her trending business tweetchat on Twitter garners an impressive average of over 150 million impressions per week.
With over 20 years of experience in the financial services industry, Winnie's expertise is recognized by her position on the CNBC Financial Advisor Council. She is also a regular contributor for esteemed publications such as Forbes, Fox News, and Digital Trends television.
Her insights are highly sought after, leading to frequent quotes in renowned publications like The Wall Street Journal, The New York Times, and Yahoo! Finance, among others.
In addition to her media contributions, Winnie holds the position of Managing Partner at Sun Group Wealth Partners. Prior to this role, she served as the First Vice President of Wealth Management, Senior Investment Management Specialist, and Lead Financial Advisor for the Sun Group at Morgan Stanley Smith Barney.
With her vast experience and knowledge, Winnie is an ideal choice for a PepTalk to enhance your team's financial well-being. Learn from her expertise and empower your team to achieve financial success.
Winnie's unparalleled expertise, evidenced by her 20 years in the financial services industry and leadership roles, makes her an invaluable resource for empowering your team with cutting-edge financial strategies. Her influential presence in top media outlets and impressive social media engagement demonstrate her ability to communicate complex financial concepts in an accessible manner. Booking Winnie ensures your team gains insights from a top-tier financial advisor, enhancing their financial well-being and driving your business's success.
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frequently asked questions
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To book Winnie Sun, email winnie.sun@getapeptalk.com or call PepTalk on +44 20 3835 2929 (UK) or +1 737 888 5112 (US), and one of our speaker agents will contact you within hours to confirm Winnie's availability and speaking fee. If you can, please include your budget upfront – it helps us fast-track your request. It’s also helpful to know the date, format (virtual or in-person), location, and about your audience.
Winnie Sun draws on over 20 years of financial services experience to deliver practical financial well-being guidance, referencing her active media presence across Forbes, Fox News and CNBC to ground her points in current, real-world financial commentary.
Winnie Sun speaks on personal finance, financial well-being, and wealth management. She is a member of the CNBC Financial Advisor Council and Managing Partner at Sun Group Wealth Partners, with over 20 years of experience in financial services and regular contributions to Forbes, Fox News, and The Wall Street Journal.
No. PepTalk adds no booking fee, so you pay the speaker's fee and nothing beyond it. The service, from shortlist through to contracts and event-day logistics, is included. For repeat or multi-event bookings, PepTalk can agree preferential rates with your procurement team.
Share your event date, audience, format, objectives and budget, and PepTalk sends a hand-picked shortlist within 24 hours. Each suggestion comes with a profile, a fee and a recommendation on the strongest fit. Once you choose, PepTalk handles contracts, travel and logistics through to event day.
The typical fee range is the speaker's standard in-person fee in their home market, shown in their local currency. It moves with format, location, date and session length: virtual sessions and shorter slots usually cost less, while international travel and peak dates cost more. Send your brief to PepTalk and the team will confirm the exact fee in your currency.
Not all of them, and it makes no difference to your booking. PepTalk's network of 15,000+ speakers covers talent the team works with directly alongside speakers represented by agents and agencies worldwide. PepTalk approaches the speaker, negotiates the fee and handles contracting either way.
Three to six months ahead is comfortable for most events, and 12 months is better for large conferences, peak-season dates or one specific in-demand speaker. Shorter timelines are workable, and PepTalk regularly fills last-minute and replacement bookings within days. Availability is the constraint, so get in touch as soon as you have a date.
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