Jeorjia Sun, CFP®, CPFA®
Wealth Manager and CERTIFIED FINANCIAL PLANNER™
Jeorjia (pronounced: jor-juh, like the state!) has years of experience in the financial services industry since 2008. She 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 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.
Those that know Jeorjia professionally and personally would describe her as a determined problem solver who is obsessed with dogs. Aside from spending time with her husband and fur child, a Golden Retriever named Sheldon, she enjoys traveling to new places, fishing, and playing tennis.
A little more about Jeorjia...
Who is someone you admire, and why?
Without a doubt, my grandparents. Because of the family values they have instilled in me, I have close relationships with almost everyone in my family, including cousins, aunts, and uncles, even those married in, despite some of them living halfway across the world.
What are some causes you care about?
I deeply care about our veterans and first responders. The willingness to put your life before others is one of the most selfless acts one can do and not many are willing to do.
If you could be anywhere, right this minute, where would you be?
Getting attacked by a litter of puppies!
CA Insurance License #0H60950