Sarah Sun, CFP®, MBA, MSF

Financial Planner | Investment Advisor Representative

CA Insurance License # 0K76239

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Sarah Sun is a senior financial planner with over ten years of experience working closely with people from all walks of life. She is passionate about her goal to empower and disseminate a positive and long-lasting message about financial well-being. She began her practice in response to the 2008 financial crisis, when she witnessed the immediate need of those affected.

When it comes to her clients, she has always set the bar very high. It is important for her to serve rather than “sell,” offering quality that is truly tailored to each person’s needs. She takes pride in working steadily with each individual, positioning herself to focus on what will build financial security. Her biggest joy is watching those she works with thrive and come into their own financial wellness. This is fulfilling for her as she watches her clients grow.

Sarah is a lifelong student and world traveler. She is a CERTIFIED FINANCIAL PLANNER (CFP) Professional with a Master of Science in Finance from Renmin University of China and a Master of Business from Hult International Business School. As she gains wisdom and experience, her next step is to mentor young professionals within the financial planning industry. She enjoys spending time in nature and partaking in many outdoor activities. An avid marathoner and a cyclist, Sarah completed 100 miles of cycling in one day. She also has a broad interest in history, poetry, philosophy, fine arts, and education.