Winnie is one of the most followed financial advisors on social media today. With more than 17 years of experience in the financial services industry, Winnie serves on the CNBC Financial Advisor Council, earned a spot on the Forbes Best-In-State-Wealth Advisors List, has been selected as Investment News’ Twenty Women to Watch, is a frequent speaker at national events, appears on CNBC’s Closing Bell, Fox Business News, and Cheddar TV as a market commentator, is a regular contributor to Forbes, NerdWallet, Influencive, MoneyTips, ModernMom, Galtime, Bloomberg’s AssetTV, is the host of TuneIn radio’s business shoe Renegade Millionaire, appears on CBS as a finance professional, and is quoted in publications including The Wall Street Journal, CNBC, ABC, The New York Times, Yahoo! Finance, AOL Finance, Huffpost LIVE, the Street TV, USA Today, TheStreet show, Rep Magazine, OnWallstreet Magazine, Financial Planning Magazine, FA Magazine, AdvisorOne Magazine, GreersOC, Orange County Business Journal, Orange County register, OC Metro, OC Family, and many others.
Winnie was previously First Vice President of Wealth Management, Senior Investment Manager Specialist, and Lead Financial Advisor for the Sun Group at Morgan Stanley Smith Barney. Her exemplary young tam was a premier leader in managing client portfolios and providing professional customized service, Winnie began her investment advisory practice with Salomon Smith Barney where she was awarded their highest honors for success with her membership in the elite Blue Chip Council (2001-2004), Century Council, and President’s Council.
Prior to entering the financial planning industry Winnie was an entrepreneur. She owned and operated CH Entertainment, which was headquartered in Los Angeles, California. Her firm was a leading television audience production company, with many high profile clients including America’s Funniest Home Videos, Jeopardy!, Wheel of Fortune and Judge Judy, Winnie participated in over 350 television taping productions, and was a voting member of the Academy of Television Arts and Sciences (Emmys).