Ying Sun

Ying joined GoldBook Financial in September 2025 as a Financial Services Professional and quickly earned the title of financial advisor. 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.

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 holds FINRA series 7, 63 & 65 and is life, accident and health licensed. Ying is bilingual in English & Mandarin.

CA Insurance License #4490885, Domiciled in CA