Sunny is an award-winning financial advisor and 12-year MDRT Life Member who has served as a 2021 EDGE task force chair, committee member, and speaker on main platforms. Since beginning her career, her passion for children has motivated her to educate more than 100,000 families and financial advisors around the world about the importance of financial responsibility and self-reliance from an early age.

As a former journalist, she is known among her clients for her transparency, candor, authenticity, and unique ability to convey seemingly complex financial jargon into simple, easy-to-understand language to help them make informed decisions about their future.

The author of “Is Your Child a Money Master or a Money Monster?” is a proud mother of two and a happy wife. Sunny loves helping children, hiking with her family, reading good books, and watching opera. She is from South Korea and speaks fluent Korean.

Credentials
Life and Health Insurance #0F55004 (since 2007)
Series 65 (since 2018)

Wealth Teams Alliance
15520 Rockfield Blvd, Suite G
Irvine, CA  92618

Try our NEW "The Retirement Income Game" app on Android or iPhone.

Address

15520 Rockfield Blvd., Suite G Irvine, CA 92618

Wealth Teams Alliance (WTA) is a registered investment adviser offering advisory services in the States of California and Florida and in other jurisdictions where exempted. Registration with the United States Securities and Exchange Commission, or any state securities authority, does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of WTA, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. Investing involves risk, including the potential for loss of principal. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Investment Advisory Services offered through Wealth Teams Alliance, Inc. a Registered Investment Advisor with the states of CA, CO, FL, KS, MI, MN, RI and Texas.

Investment Advisory Services offered through Wealth Teams Alliance, Inc. a Registered Investment Advisor with the states of CA, CO, FL, KS, MI, MN, RI and Texas.

© 2026 Wealth Teams Alliance. All Rights Reserved.

Try our NEW "The Retirement Income Game" app on Android or iPhone.

Address

15520 Rockfield Blvd., Suite G Irvine, CA 92618

Wealth Teams Alliance (WTA) is a registered investment adviser offering advisory services in the States of California and Florida and in other jurisdictions where exempted. Registration with the United States Securities and Exchange Commission, or any state securities authority, does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of WTA, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. Investing involves risk, including the potential for loss of principal. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Investment Advisory Services offered through Wealth Teams Alliance, Inc. a Registered Investment Advisor with the states of CA, CO, FL, KS, MI, MN, RI and Texas.

Investment Advisory Services offered through Wealth Teams Alliance, Inc. a Registered Investment Advisor with the states of CA, CO, FL, KS, MI, MN, RI and Texas.

© 2026 Wealth Teams Alliance. All Rights Reserved.

Try our NEW "The Retirement Income Game" app on Android or iPhone.

Address

15520 Rockfield Blvd., Suite G Irvine, CA 92618

Wealth Teams Alliance (WTA) is a registered investment adviser offering advisory services in the States of California and Florida and in other jurisdictions where exempted. Registration with the United States Securities and Exchange Commission, or any state securities authority, does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of WTA, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. Investing involves risk, including the potential for loss of principal. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Investment Advisory Services offered through Wealth Teams Alliance, Inc. a Registered Investment Advisor with the states of CA, CO, FL, KS, MI, MN, RI and Texas.

Investment Advisory Services offered through Wealth Teams Alliance, Inc. a Registered Investment Advisor with the states of CA, CO, FL, KS, MI, MN, RI and Texas.

© 2026 Wealth Teams Alliance. All Rights Reserved.