John Sung

Background

About John Sung

I bring more than two decades of experience helping professionals, families, and business owners navigate their financial futures with confidence and clarity. I possess the heart and mind of an entrepreneur with a growth mindset, always seeking new ways to deliver greater value to my clients. I'm passionate about blending the power of technology with the human connection. While tools can enhance efficiency, it's relationships that drive real impact. I am a proud graduate of Rutgers University with a degree in Finance, Columbia University with a Bootcamp Certificate in FinTech, and St. Peter's Preparatory High School. I earned the Chartered Retirement Planning Counselor™ and Sports & Entertainment Accredited Wealth Management Advisor™ designations to further understand how to serve my clients better. I am enthusiastic about building lasting relationships and delivering tailored strategies that support goals that are most important to my clients. I work with C-Level corporate/entertainment executives, physicians, engineers and entrepreneurs. I am grateful for what I get to do everyday and look forward to helping my family, my clients and my future clients live their best lives. Outside the office, I will be celebrating 20 years of marriage to my lovely wife, Odilia. I am also a proud father to my son, Jakob (an ascending baseball stud), and my fur daughter, Brooklyn (cutest golden doodle ever). I am also active member in my community, coach youth sports, and cheer on my Jakob (#1 Fan), Yankees, Knicks, and Giants in my spare time. Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certifications marks or registered certifications marks of The College for Financial Planning Institutes Corp. in the United States. Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.