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Sun Group Wealth Partners Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Sun Group Wealth Partners is a financial services firm based in Irvine, California. With more than 25 years of combined experience, its team emphasizes long-term relationships built on integrity, objectivity, and trust as it supports clients’ financial planning. The firm focuses on serving small business owners, celebrities, executives, and established families, addressing their unique financial needs.

Its service offering spans investment management, wealth management, retirement planning, business succession strategies, estate planning, and charitable giving strategies, all aimed at aligning a client’s financial picture with their goals. Securities are offered through LPL Financial, a member of SIPC. The company maintains a small professional team and operates within the broader financial services landscape in the Irvine area.

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

Sun Group Wealth Partners Global Highlights

Location
Employees

North America
12

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  • United States Of America
    12

Asia
2

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  • Singapore
    1
  • Malaysia
    1

Sun Group Wealth Partners's Leadership

  • Stylized image of a person
    J. G.
    President
    Mobile Phone
  • Stylized image of a person
    J. C.
    Regional Manager
    Mobile Phone
  • Stylized image of a person
    A. M.
    Sr. Furniture Designer
    Mobile Phone
  • Stylized image of a person
    J. S.
    Senior Financial Advisor
    Mobile Phone
  • Stylized image of a person
    P. K.
    Officer
    Mobile Phone

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
Location
Last Update
  • Stylized image of a person
    J. G.
    President
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    J. C.
    Regional Manager
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    A. M.
    Sr. Furniture Designer
    Mobile Phone
    Oct 18, 2024
  • Stylized image of a person
    J. S.
    Senior Financial Advisor
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    P. K.
    Officer
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Sun Group Wealth Partners known for?

Minus sign iconPlus sign iconSun Group Wealth Partners operates in the Financial Services industry. Explore Sun Group Wealth Partners's company overview page for more information.

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

Minus sign iconPlus sign iconSun 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?

Minus sign iconPlus sign iconSun Group Wealth Partners has approximately 7 employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

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

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As of July 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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