Josh Sun, Financial Advisor located in Chino Hills, CA

Financial Advisor
Josh Sun

CFP®, CEPA®
13920 City Center Dr Ste 220, Chino Hills, CA 91709opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • College Savings
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Traveling
  • Music
  • Football

Team Members

  • Soha El Rafie
    Branch Office Administrator
  • Jessica Koerner
    Branch Office Administrator
  • Rachel de Graaf
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Phone

(909) 597-9619

Fax

(866) 446-3938

Office Address

13920 City Center Dr Ste 220
Chino Hills, CA 91709opens in a new window

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