Managing director and founding partner, Sun Group Wealth Partners
Ask Winnie Sun what she's most proud of, and she'll say without hesitation "a good work-life balance."
Ms. Sun is the managing director and founding partner of Sun Group Wealth Partners in Irvine, Calif.
"I run a successful firm and have three kids, age six and under," she said. "I get to leave early, and I have an incredible team. When you hire the right people, you don't tell them what to do, you ask them what they like to do."
In addition to her passion for her clients and her team, Ms. Sun is moved to make a difference in the lives of thousands of employees across the country.
Some years ago, she learned about corporate 529 plans, which are hosted by employers, and cost nothing to set up. While they have been around for about 10 years, they are not widely used.
She wished they had been around when she was growing up.
"When my parents declared bankruptcy, I had to go to a public college," Ms. Sun said. "I had to work to support them. They felt like they failed me. They were immigrants, and they didn't know how to invest."
In honor of her family history, she was inspired in 2013 to launch the "Campaign for Next Generation Employees".
She has taken the campaign across the country, speaking at the national 529 Conference and making presentations to large companies throughout California.
"If someone doesn't stand up and make a big deal about it, it will just stay a good idea," Ms. Sun said. "It's [an existing] solution we're not using because it's not accessible."
— Deborah Nason