Sun Group Wealth Partners Employee Directory

Q: How many employees does Sun Group Wealth Partners have currently?

Sun Group Wealth Partners has approximately 7 employees.

Financial ServicesCalifornia, United States2-10 Employees

Sun Group Wealth Partners is an organization founded on the principle that successfully building and preserving wealth takes sound foresight and innovative thinking. 

With more than 25 years of combined experience, the knowledgeable team at Sun Group is passionate about pursuing excellence and developing long-lasting relationships with clients based on integrity, objectivity and trust. We specialize in serving the unique financial needs of small business owners, celebrities, executives and established families. 

By offering a wide range of services, including investment management, wealth management, retirement planning, business succession strategies, estate planning and charitable giving strategies, we instill confidence that our clients’ complete financial picture will align with their goals and aspirations for the future.

Securities offered through LPL Financial, Member SIPC-www.sipc.org.

Find Sun Group Wealth Partners employees' phone numbers or email addresses

Sun Group Wealth Partners Global Highlights

North America
15

United States Of America
15

Asia
1

Singapore
1

Oceania
1

Australia
1

Sun Group Wealth Partners's Leadership

J. G.
President
Mobile Phone
Email
J. C.
Regional Manager
Mobile Phone
Email
A. M.
Sr. Furniture Designer
Mobile Phone
Email
J. S.
Senior Financial Advisor
Mobile Phone
Email
P. K.
Officer
Mobile Phone
Email

Sun Group Wealth Partners Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Accounting
Administrative
Analytics
Other

Contact profiles from Sun Group Wealth Partners

Name

Title

Contact Info

Location

Last Update

J. G.
President
Mobile Phone
Email
Oct 22, 2024
J. C.
Regional Manager
Mobile Phone
Email
Oct 22, 2024
A. M.
Sr. Furniture Designer
Mobile Phone
Email
Oct 18, 2024
J. S.
Senior Financial Advisor
Mobile Phone
Email
Oct 22, 2024
P. K.
Officer
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is Sun Group Wealth Partners known for?

Sun Group Wealth Partners operates in the Financial Services industry. The company's main headquarters is located in 17500 Red Hill Avenue Suite 140 Irvine, California United States. Explore Sun Group Wealth Partners's company overview page for more information.

What is Sun Group Wealth Partners's most common email format?

Sun Group Wealth Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Sun Group Wealth Partners email formats with LeadIQ.

How many employees does Sun Group Wealth Partners have currently?

Sun Group Wealth Partners has approximately 7 employees as of February 2026. These team members are located across 3 continents, including North AmericaAsiaOceania.

Who are Sun Group Wealth Partners's key employees and leadership?

As of February 2026, Sun Group Wealth Partners's key employees include:

President: J. G.
Regional Manager: J. C.
Sr. Furniture Designer: A. M.
Senior Financial Advisor: J. S.
Officer: P. K.

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