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Meant For It

A podcast for sharing stories about finding the path you were meant to live. We bring you Inspiration for careers that are better for you and the world. Alongside explorations into high growth career paths and industries, we reveal roads less traveled and career choices focused on helping others. If you are seeking inspiration or a new perspective, subscribe to hear weekly conversations with those who have followed a calling or taken a career leap. We interview business owners, entrepreneurs, writers, professionals, dreamers, seekers and others boldly questioning the status quo to give you the "why not" or "what if" moments. Follow us on Instagram @meantforit or reach out to contact@meantforit.com and please subscribe for weekly episodes!
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Aug 30, 2016

Winnie Sun is a different kind of financial adviser. While many of her industry colleagues would strive for the same goals she does in providing the best, most high-quality customer service, not as many would take that goal to the level of launching an in-house multimedia company designed to provide financial advice. But, Winnie did just that.

As the managing director and founding partner of Irvine, Calif.-based financial consulting firm Sun Group Wealth Partners, Winnie not only serves her corporate and individual clients, but she also serves as a thought leader in the financial realm. Through the firm’s multimedia company, Winnie works with her team to record daily video segments for YouTube that helps those of us a little less financially savvy to navigate the world of investing and our personal finances. This on-demand content (that also includes a podcast, heavy social media presence and increased emphasis on mobile-first) was created after many long discussions where the firm realized that the industry wasn’t adapting as fast as a customer’s needs. “We had a vision in mind to create a relevant, attractive and top-of-mind firm for the next generation,” Winnie says.

In addition to changing her firm’s approach, Winnie also pens financial advice for Forbes and Nerd Wallet (among many, many others) and appears frequently on CNBC and CBS, in addition to a handful of other top networks. Prior to Sun Group Wealth Partners, Winnie held positions at Morgan Stanley Smith Barney, and before that she had a less traditional financial services career path, working as an entrepreneur as founder of CH Entertainment. The Los Angeles-based television audience production company had clients ranging from America’s Funniest Home Videos to Jeopardy and Wheel of Fortune.

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