Ying Sun

Ying joined GoldBook Financial in September 2025 as a Financial Services Professional. Along with a team of professionals, Ying guides her clients to help reach their financial goals with comprehensive financial strategies and/or focus on one specific area of need.

Whether your goals include preparing for milestone life events like retirement or college, protecting your family’s future or you’re simply looking for life, disability income or long-term care insurance protection, Ying exudes a new level of attention, insight and capability.

Earlier in her career, she held business development roles at HP and Siemens, where she collaborated closely with clients to help them achieve their strategic business objectives. These experiences strengthened her ability to align solutions with the needs of families and business owners—a skill she now brings to her financial services practice.

Ying graduated from University of California, San Diego with an MBA degree. After graduating from UCSD, as a cofounder of a fintech startup, she drove significant business growth and built lasting relationships that continue to create value.

She is passionate about guiding clients through every stage of their financial journey, with expertise in retirement planning and strategies, business succession, and estate planning.

In her free time, Ying enjoys travelling, playing piano, reading and volunteering in her community.

Ying is Life, Accident and Health licensed. CA Insurance License #4490885, domiciled in CA.

CRN202809-9530469