Sunny is an award-winning financial advisor and 12-year MDRT Life Member who has served as a 2021 EDGE task force chair, committee member, and speaker on main platforms. Since beginning her career, her passion for children has motivated her to educate more than 100,000 families and financial advisors around the world about the importance of financial responsibility and self-reliance from an early age.
As a former journalist, she is known among her clients for her transparency, candor, authenticity, and unique ability to convey seemingly complex financial jargon into simple, easy-to-understand language to help them make informed decisions about their future.
The author of “Is Your Child a Money Master or a Money Monster?” is a proud mother of two and a happy wife. Sunny loves helping children, hiking with her family, reading good books, and watching opera. She is from South Korea and speaks fluent Korean.
Credentials
Life and Health Insurance #0F55004 (since 2007)
Series 65 (since 2018)
Wealth Teams Alliance
15520 Rockfield Blvd, Suite G
Irvine, CA 92618