Jeorjia Sun
Wealth Manager and Certified Financial Plannertm at Mwm Planners
Based in Newport Beach, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Newport Beach
Industry
Financial Services
Company size
7
Contact information
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j•••••••@mwmplanners.com
Phone
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Background
About Jeorjia Sun
With experience in the financial services industry since 2008, Jeorjia knows what truly makes a financial strategy come to fruition – and it's not the portfolio value. It's how well you connect with the people you are trying to help and understanding their personal needs – financial or otherwise. She is passionate about educating clients on their options and guiding them to reach their future goals, always giving careful attention to the client’s best interest. Her past experiences with Raymond James Financial Services and LPL Financial have enabled her to communicate complex financial concepts clearly.Jeorjia is a CERTIFIED FINANCIAL PLANNER™, Certified Plan Fiduciary Advisor, University of California, Irvine graduate, and currently holds FINRA Series 7 and 66 securities licenses, as well as a California Insurance license. She is also multilingual in Mandarin and Taiwanese.*Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
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